MCM
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MAI Capital Management’s PhenixFIN PFX Stock Holding History

MAI Capital Management’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
Q1 		$430 Hold
11
– – ﹤0.01% 4452
2025
Q4 		$486 Sell
11
-11
-50% -$486 ﹤0.01% 3832
2025
Q3 		$1.05K Hold
22
– – ﹤0.01% 3486
2025
Q2 		$1.11K Hold
22
– – ﹤0.01% 3590
2025
Q1 		$1.17K Hold
22
– – ﹤0.01% 3091
2024
Q4 		$1.11K Buy
+22
New +$1.05K ﹤0.01% 3168

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