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IFG Advisory’s PhenixFIN PFX Stock Holding History

IFG Advisory’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 		$298 Buy
+7
New +$293 ﹤0.01% 2275

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

IFG Advisory's PFX Position: Q2 2026 in Review

IFG Advisory opened a new position in PhenixFIN (PFX) in Q2 2026: 7 shares worth $298. The stake represents ﹤0.01% of the portfolio and ranks #2275 among its holdings.

12 funds tracked by Wall St. Rank hold PFX as of Q2 2026.

  • IFG Advisory held 7 shares of PhenixFIN worth $298 as of Q2 2026.
  • PhenixFIN was a new IFG Advisory position in Q2 2026.
  • PhenixFIN made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #2275 holding.
  • 12 funds tracked by Wall St. Rank held PhenixFIN as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.