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Legacy Investment Solutions’s PhenixFIN PFX Stock Holding History

Legacy Investment Solutions’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
Q2 		$10.1K Buy
+200
New +$9.97K 0.01% 317
2024
Q4 		$9.8K Hold
200
– – 0.01% 291
2024
Q3 		$9.4K Buy
+200
New +$9.42K 0.01% 323

Other funds holding PFX

ACM
Adalta Capital Management New York $209M AUM 19.54% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 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
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 $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Investment Solutions's PFX Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in PhenixFIN (PFX) in Q2 2025: 200 shares worth $10.1K. The stake represents 0.01% of the portfolio and ranks #317 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in PFX as recently as Q4 2024.

Legacy Investment Solutions first reported a position in PFX in Q3 2024 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold PFX as of Q2 2025.

  • Legacy Investment Solutions held 200 shares of PhenixFIN worth $10.1K as of Q2 2025.
  • PhenixFIN was a new Legacy Investment Solutions position in Q2 2025.
  • PhenixFIN made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #317 holding.
  • Legacy Investment Solutions first reported a position in PhenixFIN in Q3 2024 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held PhenixFIN as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.