Phoenix Companies Inc - PFD (PFX)

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / PFD
Symbol
PFX on Nasdaq
Price per share
$20.34
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
307,832
Total reported value
$6,234,096
Share change
0
Number of holders
3
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
As of 30 Sep 2025, Phoenix Companies Inc - PFD (PFX) has 3 institutional shareholders filing 13F forms. They hold 307,832 shares. .

Institutional Holders of Phoenix Companies Inc - PFD (PFX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 307,832 $6,234,096 $20.34 3
2025 Q2 307,832 $5,606,684 $18.25 3
2025 Q1 307,832 $5,215,518 +$776,250 $16.98 3
2024 Q4 262,832 $4,665,106 $17.55 2
2024 Q3 262,832 $4,756,719 $0 $17.42 2
2024 Q2 262,832 $4,665,268 $0 $17.75 2
2024 Q1 262,832 $4,468,144 $0 $17.00 2
2023 Q4 262,832 $4,667,896 $0 $17.76 2
2023 Q3 262,832 $4,625,186 +$4,618,147 $17.60 2
2023 Q2 400 $7,115 -$4,681,151 $17.79 1
2023 Q1 262,832 $4,688,266 $0 $17.84 2
2022 Q4 262,832 $4,560,135 -$1,513,520 $17.35 2
2022 Q3 354,781 $5,699,000 $0 $15.95 3
2022 Q2 267,300 $4,691,000 -$952,329 $17.52 2
2022 Q1 321,565 $5,788,000 -$1,605,401 $17.75 2
2021 Q4 408,896 $7,549,000 +$1,573,001 $18.39 3
2021 Q3 323,365 $5,869,000 +$7,000 $17.83 2
2021 Q2 322,965 $5,636,000 -$1,186,663 $17.45 1
2021 Q1 392,801 $6,693,000 +$1,156,997 $17.02 2
2020 Q4 324,665 $4,743,000 -$43,827 $14.61 1
2020 Q3 327,665 $4,591,000 -$78,463 $14.01 1
2020 Q2 333,265 $4,454,000 -$17,695 $13.36 1
2020 Q1 334,589 $3,680,000 -$767,177 $11.00 1
2019 Q4 388,289 $6,183,000 $0 $15.92 3
2019 Q3 388,289 $6,236,000 -$1,777 $16.05 3
2019 Q2 387,899 $6,420,000 $0 $16.55 2
2019 Q1 387,899 $6,293,000 $0 $16.22 2
2018 Q4 388,399 $6,019,000 $0 $15.49 3
2018 Q3 388,899 $7,255,000 $0 $18.32 4
2018 Q2 388,899 $7,194,000 -$15,649 $18.25 4
2018 Q1 389,724 $7,307,000 +$597,502 $18.75 4
2017 Q4 357,874 $6,517,000 $0 $18.21 3
2017 Q3 357,874 $6,877,000 -$17,297 $18.82 3
2017 Q2 358,774 $6,704,000 -$79,306 $18.69 3
2017 Q1 363,018 $6,569,000 -$162,853 $18.09 3
2016 Q4 372,018 $6,917,000 -$20,453 $18.59 3
2016 Q3 373,618 $7,237,000 +$1,921,940 $18.82 3
2016 Q2 274,418 $5,191,000 $0 $18.82 3
2016 Q1 274,418 $4,962,000 +$169,238 $18.08 3
2015 Q4 265,058 $5,404,000 $0 $20.39 3
2015 Q3 266,058 $5,430,000 +$854,302 $20.41 3
2015 Q2 223,203 $4,540,000 +$589,866 $20.34 3
2015 Q1 193,203 $4,784,000 -$8,807 $25.32 2
2014 Q4 193,578 $4,750,000 -$25,084 $24.54 1
2014 Q3 194,595 $4,807,000 -$40,065 $25.17 2
2014 Q2 196,217 $4,807,000 +$78 $25.29 2
2014 Q1 196,214 $4,592,000 +$86,714 $25.09 2