AIC
PFX icon

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
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 $209M AUM 19.54% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return