PFX PHENIXFIN CORP

Ownership history in MORGAN STANLEY  ·  20 quarters on record

This page tracks every 13F SEC filing in which MORGAN STANLEY reported a position in PHENIXFIN CORP (PFX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 55,406 -2,511 -4.3% 0.00% $2.4M $44.18
2025 Q3 REDUCED 57,917 -2,254 -3.7% 0.00% $2.8M $47.62
2025 Q2 REDUCED 60,171 -1,625 -2.6% 0.00% $3.0M $50.65
2025 Q1 ADDED 61,796 +1,294 +2.1% 0.00% $3.3M $54.00
2024 Q4 REDUCED 60,502 -4,290 -6.6% 0.00% $3.1M $49.17
2024 Q3 REDUCED 64,792 -1,527 -2.3% 0.00% $3.1M $46.22
2024 Q2 ADDED 66,319 +1,506 +2.3% 0.00% $3.1M $45.41
2024 Q1 REDUCED 64,813 -1,483 -2.2% 0.00% $2.9M $41.62
2023 Q4 REDUCED 66,296 -1,346 -2.0% 0.00% $2.8M $39.88
2023 Q3 REDUCED 67,642 -1,696 -2.4% 0.00% $2.6M $35.77
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PFX price (monthly, adj. close)
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