Crossingbridge Advisors’s PhenixFIN PFX Stock Holding History

Crossingbridge Advisors’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
2025 Q1	–	Sell	-10,300	Closed	-$507K	–	95
2024 Q4	$507K	Buy	+10,300	New	+$493K	0.17%	55

Other funds holding PFX

ACM

Adalta Capital Management New York $228M AUM 26.26% 1-Year Est. Return

22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Crossingbridge Advisors's PFX Position: Q1 2025 in Review

Crossingbridge Advisors sold out of PhenixFIN (PFX) in Q1 2025, closing a stake of 10,300 shares — an estimated $507K sold.

Crossingbridge Advisors first reported a position in PFX in Q4 2024 and held it in 1 quarter. The position peaked at $507K in Q4 2024. 16 funds tracked by Wall St. Rank hold PFX as of Q1 2025.

Crossingbridge Advisors reported no remaining PhenixFIN position as of Q1 2025 after selling out during the quarter.
Crossingbridge Advisors sold 10,300 PhenixFIN shares in Q1 2025, an estimated $507K.
Crossingbridge Advisors first reported a position in PhenixFIN in Q4 2024 and held it in 1 quarter.
Crossingbridge Advisors's PhenixFIN position peaked at $507K in Q4 2024.
16 funds tracked by Wall St. Rank held PhenixFIN as of Q1 2025.

Based on Crossingbridge Advisors's 13F filing for Q1 2025, filed 14 May 2025.