As of the latest SEC filings, PhenixFIN Corp (PFX) is held by 3 institutional funds. The largest fund shareholder is Angel Oak Financial Strategies Income Term Trust (FINS), holding an estimated $1,694,000.00 in market value, representing 0.37% of its portfolio.
Funds holding PhenixFIN Corp (PFX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PFX
- CIK:
- 0001490349
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FINS
Angel Oak Financial Strategies Income Term Trust
|
CEF | Independent / Boutique | 0.37% | $1,694,000.00 | 70,000 | Apr 30, 2026 | Jun 26, 2026 |
|
GDV
Gabelli Dividend & Income Trust
|
CEF | GAMCO / Gabelli | 0.00% | $117,750.00 | 5,000 | Mar 31, 2026 | Jun 1, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $35,814.00 | 762 | Feb 28, 2026 | Apr 24, 2026 |
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