SPF
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Steven Patrick Farmer’s PhenixFIN PFX Stock Holding History

Steven Patrick Farmer’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
2022
Q2 		$525K Buy
+14,551
New +$567K 0.01% 227

Other funds holding PFX

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
ACM
Adalta Capital Management New York $228M AUM 26.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Steven Patrick Farmer's PFX Position: Q2 2022 in Review

Steven Patrick Farmer opened a new position in PhenixFIN (PFX) in Q2 2022: 14,551 shares worth $525K. The stake represents 0.01% of the portfolio and ranks #227 among its holdings.

20 funds tracked by Wall St. Rank hold PFX as of Q2 2022.

  • Steven Patrick Farmer held 14,551 shares of PhenixFIN worth $525K as of Q2 2022.
  • PhenixFIN was a new Steven Patrick Farmer position in Q2 2022.
  • PhenixFIN made up 0.01% of Steven Patrick Farmer's portfolio in Q2 2022, its #227 holding.
  • 20 funds tracked by Wall St. Rank held PhenixFIN as of Q2 2022.

Based on Steven Patrick Farmer's 13F filing for Q2 2022, filed 6 Jul 2022.