% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile lands with its cohort — the cohort is size-matched, so it needs a market cap for PFX in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Adalta Capital Management LLC | 175,569175,569 | $7M | — | — |
| 2 | AMERICAN FINANCIAL GROUP INC | 64,32764,327 | $3M | — | — |
| 3 | MORGAN STANLEY | 54,95854,958 | $2M | — | — |
| 4 | 22NW, LP | 43,11543,115 | $2M | — | TRIM -63% |
| 5 | RAYMOND JAMES FINANCIAL INC | 23,93823,938 | $935,018 | — | ADD 7% |
| 6 | Bulldog Investors, LLP | 19,21819,218 | $750,655 | — | — |
| 7 | Legal & General Group Plc | 15,14015,140 | $601,815 | — | ADD 16% |
| 8 | UBS Group AG | 488488 | $19,061 | — | ADD 275% |
| 9 | OSAIC HOLDINGS, INC. | 400400 | $15,624 | — | — |
| 10 | Allworth Financial LP | 286286 | $11,172 | — | — |
| 11 | WELLS FARGO & COMPANY/MN | 251251 | $9,792 | — | — |
| 12 | Legacy Wealth Managment, LLC/ID | 200200 | $7,812 | — | — |
| 13 | Archer Investment Corp | 126126 | $4,922 | — | — |
| 14 | Sound Income Strategies, LLC | 7878 | $3,042 | — | — |
| 15 | MAI Capital Management | 1111 | $430 | — | — |
| 16 | US BANCORP \DE\ | 33 | $117 | — | — |
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Legal & General Group Plc | +2,047 | $79,956 | ADD |
| RAYMOND JAMES FINANCIAL INC | +1,570 | $61,324 | ADD |
| UBS Group AG | +358 | $13,983 | ADD |
| WELLS FARGO & COMPANY/MN | +1 | $39 | — |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| 22NW, LP | −74,770 | $3M | TRIM |
| MORGAN STANLEY | −448 | $17,499 | — |
| BANK OF AMERICA CORP /DE/ | −108 | $4,218 | CLOSE |
| ROYAL BANK OF CANADA | −50 | $1,953 | CLOSE |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Adalta Capital Management LLC | 156K | 168K | 170K | 173K | 176K | 176K | $7M |
| AMERICAN FINANCIAL GROUP INC | 64K | 64K | 64K | 64K | 64K | 64K | $3M |
| MORGAN STANLEY | 61K | 62K | 60K | 58K | 55K | 55K | $2M |
| 22NW, LP | 118K | 118K | 118K | 118K | 118K | 43K | $2M |
| RAYMOND JAMES FINANCIAL INC | 20K | 20K | 20K | 20K | 22K | 24K | $935,018 |
| Bulldog Investors, LLP | 19K | 19K | 19K | 19K | 19K | 19K | $750,655 |
| Legal & General Group Plc | 14K | 14K | 14K | 13K | 13K | 15K | $601,815 |
| UBS Group AG | 518 | 2K | 2K | 2K | 130 | 488 | $19,061 |
| OSAIC HOLDINGS, INC. | 20 | 545 | 847 | 697 | 400 | 400 | $15,624 |
| Allworth Financial LP | 2K | 2K | — | 286 | 286 | 286 | $11,172 |
| WELLS FARGO & COMPANY/MN | 381 | 261 | 261 | 261 | 250 | 251 | $9,792 |
| Legacy Wealth Managment, LLC/ID | 200 | 200 | 200 | 200 | 200 | 200 | $7,812 |
| Archer Investment Corp | 126 | 126 | 126 | 126 | 126 | 126 | $4,922 |
| Sound Income Strategies, LLC | — | — | — | 78 | 78 | 78 | $3,042 |
| MAI Capital Management | 22 | 22 | 22 | 22 | 11 | 11 | $430 |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Holders only — breaks = no 13F.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
