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The company

PhenixFIN Corporation

PFX · Nasdaq

FinancialsFunds, Shells & SPACs

PFX stood above a rising 150-day average in 13 of the last 52 weekly readings, including each of the last 9 weeks. It is 0.8% above that average now. Financials: 43% of its 740 stocks in an uptrend (−14 points in four weeks).

SEC filings

Statistics

Rotation
not in the set
Weeks in an uptrend
9 in a row
Insider buys, 12 months
$5.3M
Insider sales, 12 months
$0
Officials’ trades on record
0
Institutions holding
11 (-5)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 13 of 52 weeks.

20 Apr – 19 Oct
44%53%62%Apr 26Jun 26Jul 26Sep 26Oct 26

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$3.2MNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months14
Sale orders, 12 months0
Buyers · sellers3 · 0
WhoDidSharesTraded
David A. LorberCHAIRMAN AND CEObought800at $44.403 Jun 2026filed 3 Jun 2026
David A. LorberCHAIRMAN AND CEObought3,183at $45.493 Jun 2026filed 3 Jun 2026
David A. LorberCHAIRMAN AND CEObought2,473at $44.952 Jun 2026filed 3 Jun 2026
David A. LorberCHAIRMAN AND CEObought1at $41.201 Jun 2026filed 3 Jun 2026
David A. LorberCHAIRMAN AND CEObought1,363at $44.371 Jun 2026filed 3 Jun 2026
David A. LorberCHAIRMAN AND CEObought836at $44.991 Jun 2026filed 3 Jun 2026
David A. LorberCHAIRMAN AND CEObought42,065at $39.9512 May 2026filed 14 May 2026
Howard AmsterDirector, 10% ownerbought11,500at $42.563 Mar 2026filed 5 Mar 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders11-5 on the quarter
New · exited1 · 6
Reported value$14.1M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
Adalta Capital Management LLCadded · filed 14 Aug 2026176,569$7.5M+1,000+0.6%
AMERICAN FINANCIAL GROUP INCunchanged · filed 12 Aug 202664,327$2.7M00.0%
MORGAN STANLEYreduced · filed 13 Aug 202654,462$2.3M-496−0.9%
Bulldog Investors, LLPunchanged · filed 14 Aug 202619,218$818K00.0%
Legal & General Group Plcunchanged · filed 14 Aug 202615,140$655K00.0%
OSAIC HOLDINGS, INC.unchanged · filed 14 Aug 2026400$17K00.0%
Allworth Financial LPunchanged · filed 11 Aug 2026286$12K00.0%
WELLS FARGO & COMPANYreduced · filed 14 Aug 2026250$11K-1−0.4%
UBS Group AGreduced · filed 13 Aug 2026130$5,533-358−73.4%
IFG Advisory, LLCnew · filed 14 Aug 20267$298+7
31 Mar 2023 – 30 Jun 2026
101418Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

David A. Lorber Company insiderCHAIRMAN AND CEO · last 3 Jun 202669 · 0
Howard Amster Company insiderDirector, 10% owner · last 3 Mar 20267 · 0
Ellida McMillan Company insiderCHIEF FINANCIAL OFFICER · last 23 Dec 202518 · 0
Lowell W. Robinson Company insiderDirector · last 17 Sep 202522 · 0
Karin Hirtler-Garvey Company insiderDirector · last 12 Feb 20254 · 0
Arthur S. Ainsberg Company insiderDirector · last 2 Mar 20223 · 0
Fortress Principal Investment Holdings Iv Llc Company insider10% owner · last 12 Aug 20200 · 1
Db Med Investor I Llc Company insider10% owner · last 11 Aug 20200 · 8
Fig Corp. Company insider10% owner · last 6 Aug 20200 · 13
Drawbridge Special Opportunities Gp Llc Company insider10% owner · last 3 Aug 20200 · 8
Drawbridge Special Opportunities Fund LP Company insider10% owner · last 29 Jul 20200 · 8
Fig Llc Company insider10% owner · last 23 Jul 20200 · 3

Same industry

No other stock in its industry this week.

Government contracts

No federal award is tied to it.

From its SEC filings

Share count trendFY 2025 · to 11 Dec 2025-0.2%
Cash and equivalentsFY 2025 · to 30 Sep 2025$7.3M

Analyst forecasts

No analyst forecasts yet.