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Legacy Wealth Management (Idaho)’s PhenixFIN PFX Stock Holding History

Legacy Wealth Management (Idaho)’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
-200
Closed -$7.81K – 732
2026
Q1 		$7.81K Hold
200
– – ﹤0.01% 539
2025
Q4 		$8.84K Hold
200
– – ﹤0.01% 447
2025
Q3 		$9.53K Hold
200
– – ﹤0.01% 352
2025
Q2 		$10.1K Hold
200
– – 0.01% 317
2025
Q1 		$10.6K Hold
200
– – 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 $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
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s PFX Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of PhenixFIN (PFX) in Q2 2026, closing a stake of 200 shares — an estimated $7.81K sold.

Legacy Wealth Management (Idaho) first reported a position in PFX in Q3 2024 and held it in 7 quarters. The position peaked at $10.6K in Q1 2025. 12 funds tracked by Wall St. Rank hold PFX as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining PhenixFIN position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 200 PhenixFIN shares in Q2 2026, an estimated $7.81K.
  • Legacy Wealth Management (Idaho) first reported a position in PhenixFIN in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s PhenixFIN position peaked at $10.6K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held PhenixFIN as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.