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Archer Investment Corporation’s PhenixFIN PFX Stock Holding History

Archer Investment Corporation’s Portfolio PFX Stock Details PFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-126
Closed -$4.92K – 1273
2026
Q1 		$4.92K Hold
126
– – ﹤0.01% 934
2025
Q4 		$5.57K Hold
126
– – ﹤0.01% 847
2025
Q3 		$6K Hold
126
– – ﹤0.01% 822
2025
Q2 		$6.38K Hold
126
– – ﹤0.01% 792
2025
Q1 		$6.68K Hold
126
– – ﹤0.01% 767
2024
Q4 		$6.38K Hold
126
– – ﹤0.01% 782
2024
Q3 		$6K Hold
126
– – ﹤0.01% 775
2024
Q2 		$5.89K Hold
126
– – ﹤0.01% 755
2024
Q1 		$5.56K Hold
126
– – ﹤0.01% 755
2023
Q4 		$5.32K Hold
126
– – ﹤0.01% 770
2023
Q3 		$4.78K Hold
126
– – ﹤0.01% 760
2023
Q2 		$4.79K Buy
+126
New +$4.55K ﹤0.01% 746

Other funds holding PFX

ACM
Adalta Capital Management New York $228M AUM 26.26% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

Archer Investment Corporation's PFX Position: Q2 2026 in Review

Archer Investment Corporation sold out of PhenixFIN (PFX) in Q2 2026, closing a stake of 126 shares — an estimated $4.92K sold.

Archer Investment Corporation first reported a position in PFX in Q2 2023 and held it in 12 quarters. The position peaked at $6.68K in Q1 2025. 12 funds tracked by Wall St. Rank hold PFX as of Q2 2026.

  • Archer Investment Corporation reported no remaining PhenixFIN position as of Q2 2026 after selling out during the quarter.
  • Archer Investment Corporation sold 126 PhenixFIN shares in Q2 2026, an estimated $4.92K.
  • Archer Investment Corporation first reported a position in PhenixFIN in Q2 2023 and held it in 12 quarters.
  • Archer Investment Corporation's PhenixFIN position peaked at $6.68K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held PhenixFIN as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.