Among active 13F managers last quarter, 1 added and none reduced or exited; the largest holder to move was Adalta Capital Management LLC (+0.6%). Over the last 180 days, 1 insider bought and none sold, a net +$2.1M in open-market trades.
Funds lean in and no leg opposes.
11 tracked 13F filers disclose a position in PFX as of the latest SEC 13F filings, a combined $14.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Adalta Capital Management LLC | 177K | $7.5M | ▲+0.6% Added · +1K sh | Q2 2026 | |
| 2 | American Financial Group Inc | 64K | $2.7M | —Held | Q2 2026 | |
| 3 | Morgan Stanley | 55K | $2.1M | ▼−0.8% Reduced · −448 sh | Q1 2026 | |
| 4 | Raymond James Financial Inc | 24K | $935K | ▲+7.0% Added · +2K sh | Q1 2026 | |
| 5 | Bulldog Investors, LLP | 19K | $818K | —Held | Q2 2026 | |
| 6 | Legal & General Group Plc | 15K | $602K | ▲+16% Added · +2K sh | Q1 2026 | |
| 7 | UBS Group AG | 488 | $19K | ▲+275% Added · +358 sh | Q1 2026 | |
| 8 | Osaic Holdings, Inc. | 400 | $16K | —Held | Q1 2026 | |
| 9 | Allworth Financial LP | 286 | $11K | —Held | Q1 2026 | |
| 10 | Wells Fargo & Company | 251 | $10K | ▲+0.4% Added · +1 sh | Q1 2026 | |
| 11 | US Bancorp | 3 | $117 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund added to an existing position in PFX, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Texas Pacific Land CorpTPL | 2 funds | $15.5M |
| Kimberly-Clark CorpKMB | 2 funds | $13.8M |
| Enterprise Products PartnersEPD | 2 funds | $9.9M |
| Chubb LtdCB | 2 funds | $7.4M |
| Bristol-Myers Squibb CoBMY | 2 funds | $4.4M |
| Servicenow IncNOW | 2 funds | $1.9M |
| Williams Cos IncWMB | 2 funds | $901K |
| Citigroup IncC | 1 funds | $44.1M |
| Nexstar Media Group IncNXST | 1 funds | $40.6M |
| SRH Total Return Fund IncSTEW | 1 funds | $24.1M |
| Central Securities CorpCET | 1 funds | $23.5M |
| Neuberger Next Generation CoNBXG | 1 funds | $19.4M |
Ranked by how many of PFX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PFX.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 3, 2026 | Lorber David A | CHAIRMAN AND CEO, Director, 10% Owner | Buy (P) 2 lots, same day | 4K | $180K |
| Jun 2, 2026 | Lorber David A | CHAIRMAN AND CEO, Director, 10% Owner | Buy (P) | 2K | $111K |
| Jun 1, 2026 | Lorber David A | CHAIRMAN AND CEO, Director, 10% Owner | Buy (P) 3 lots, same day | 2K | $98K |
| May 12, 2026 | Lorber David A | CHAIRMAN AND CEO, Director, 10% Owner | Buy (P) | 42K | $1.7M |
| Mar 3, 2026 | Amster Howard | Director, 10% Owner | Buy (P) | 12K | $489K |
| Dec 24, 2025 | Lorber David A | CHAIRMAN AND CEO, Director, 10% Owner | Buy (P) | 572 | $26K |
| Dec 23, 2025 | Lorber David A | CHAIRMAN AND CEO, Director, 10% Owner | Buy (P) | 133 | $6K |
| Dec 23, 2025 | McMillan Ellida | CHIEF FINANCIAL OFFICER | Buy (P) | 150 | $7K |
| Dec 22, 2025 | Lorber David A | CHAIRMAN AND CEO, Director, 10% Owner | Buy (P) | 1K | $45K |
| Dec 22, 2025 | McMillan Ellida | CHIEF FINANCIAL OFFICER | Buy (P) | 6 | $270 |
| Dec 17, 2025 | McMillan Ellida | CHIEF FINANCIAL OFFICER | Buy (P) | 37 | $2K |
| Dec 17, 2025 | Lorber David A | CHAIRMAN AND CEO, Director, 10% Owner | Buy (P) | 908 | $41K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 5 | 1 | – |
Insiders Form 4 open-market | 1 | 0 | +$2.1M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for PFX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PFX/capital-change-brief"
Use Arkolith's capital_change_brief for PFX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.