PFX PHENIXFIN CORP

Ownership history in Legal & General Group Plc  ·  32 quarters on record

AI Ownership Summary

Legal & General Group Plc reported PHENIXFIN CORP (PFX) in 32 quarterly 13F filings from 2023 Q3 through 2025 Q4. The latest visible filing shows PFX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PFX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legal & General Group Plc's position in PHENIXFIN CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PFX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Legal & General Group Plc held PFX — position size vs. price
% of Fund (quarterly)    PFX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 13,093 +398 +3.1% 0.00% $589K 2026-02-14 (Est.) $42.78
2025 Q3 REDUCED 12,695 -1,456 -10.3% 0.00% $605K 2025-11-13 $42.39
2025 Q2 UNCHANGED 14,151 0% 0.00% $717K 2025-08-12 $49.13
2025 Q1 UNCHANGED 14,151 0% 0.00% $756K 2025-05-15 $50.00
2024 Q4 REDUCED 14,151 -1,626 -10.3% 0.00% $717K 2025-02-13 $47.62
2024 Q3 REDUCED 15,777 -800 -4.8% 0.00% $751K 2024-11-14 $44.66
2024 Q2 UNCHANGED 16,577 0% 0.00% $775K 2024-08-14 $46.11
2024 Q1 UNCHANGED 16,577 0% 0.00% $728K 2024-05-14 $42.95
2023 Q4 UNCHANGED 16,577 0% 0.00% $700K 2024-02-15 $42.23
2023 Q3 UNCHANGED 16,577 0% 0.00% $631K 2023-11-14 $35.53
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Legal & General Group Plc and PFX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legal & General Group Plc reported owning PFX?

Legal & General Group Plc reported PFX across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported PFX position in Legal & General Group Plc's portfolio?

The largest reported portfolio weight for PFX was 0.00% in 2023 Q3.

What is the latest reported PFX position on this page?

The most recent filing on this page is 2025 Q4, when Legal & General Group Plc reported 13,093 shares, equal to 0.00% of portfolio, with an estimated market value of $589K.

What does the chart on this PFX ownership page compare?

The chart compares Legal & General Group Plc's quarterly PFX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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