Raymond James Financial
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Raymond James Financial’s PhenixFIN PFX Stock Holding History

Raymond James Financial’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 		$935K Buy
23,938
+1,570
+7% +$67.3K ﹤0.01% 3903
2025
Q4 		$988K Buy
22,368
+1,999
+10% +$88.3K ﹤0.01% 3784
2025
Q3 		$970K Buy
20,369
+590
+3% +$28.9K ﹤0.01% 3692
2025
Q2 		$1M Buy
19,779
+4
+0% +$199 ﹤0.01% 3588
2025
Q1 		$1.05M Buy
19,775
+177
+0.9% +$9.04K ﹤0.01% 3454
2024
Q4 		$992K Buy
+19,598
New +$939K ﹤0.01% 3457

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AFG
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2L
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BI
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AF
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