EHC
PFX

Everett Harris & Co’s PHOENIX COMPANIES INC 7.45% PFD PFX Stock Holding History

Everett Harris & Co’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
-45,000
Closed -$803K – 304
2026
Q1 		$803K Hold
45,000
– – 0.01% 180
2025
Q4 		$822K Hold
45,000
– – 0.01% 180
2025
Q3 		$889K Hold
45,000
– – 0.01% 169
2025
Q2 		$810K Hold
45,000
– – 0.01% 176
2025
Q1 		$776K Buy
+45,000
New +$776K 0.01% 172
2020
Q1 		– Sell
-37,000
Closed -$589K – 255
2019
Q4 		$589K Hold
37,000
– – 0.01% 171
2019
Q3 		$594K Buy
37,000
+1,550
+4% +$24.9K 0.01% 162
2019
Q2 		$587K Hold
35,450
– – 0.01% 164
2019
Q1 		$575K Hold
35,450
– – 0.01% 163
2018
Q4 		$549K Hold
35,450
– – 0.02% 155
2018
Q3 		$661K Hold
35,450
– – 0.02% 157
2018
Q2 		$656K Hold
35,450
– – 0.02% 150
2018
Q1 		$665K Buy
+35,450
New +$665K 0.02% 145

Other funds holding PFX

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $496M AUM 33.57% 1-Year Est. Return

Everett Harris & Co's PFX Position: Q2 2026 in Review

Everett Harris & Co sold out of PHOENIX COMPANIES INC 7.45% PFD (PFX) in Q2 2026, closing a stake of 45,000 shares — an estimated $803K sold.

Everett Harris & Co first reported a position in PFX in Q1 2018 and held it in 13 quarters. The position peaked at $889K in Q3 2025. 2 funds tracked by Wall St. Rank hold PFX as of Q2 2026.

  • Everett Harris & Co reported no remaining PHOENIX COMPANIES INC 7.45% PFD position as of Q2 2026 after selling out during the quarter.
  • Everett Harris & Co sold 45,000 PHOENIX COMPANIES INC 7.45% PFD shares in Q2 2026, an estimated $803K.
  • Everett Harris & Co first reported a position in PHOENIX COMPANIES INC 7.45% PFD in Q1 2018 and held it in 13 quarters.
  • Everett Harris & Co's PHOENIX COMPANIES INC 7.45% PFD position peaked at $889K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held PHOENIX COMPANIES INC 7.45% PFD as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.