Vault-13

PHOENIX COS INC NEW QUIBS 2032 PNX 7.45 01.15.32

PREFERRED STOCKS · PUBLIC · CUSIP 71902E208

3 institutional holders +0 vs Q1 2025
307,832307.8k shares reported held*
$5.6mreported value*
0 new 0 added 0 reduced 0 sold out net bought ≈ $0

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $18.21.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0123Q3 22: 3Q4 22: 2Q1 23: 2Q2 23: 1Q3 23: 2Q4 23: 2Q1 24: 2Q2 24: 2Q3 24: 2Q4 24: 2Q1 25: 3Q2 25: 33Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 20223
Q4 20222
Q1 20232
Q2 20231
Q3 20232
Q4 20232
Q1 20242
Q2 20242
Q3 20242
Q4 20242
Q1 20253
Q2 20253

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
101Q3 23: 1 bought or addedQ3 23: 0 cut or sold outQ4 23: 0 bought or addedQ4 23: 0 cut or sold outQ4 23Q1 24: 0 bought or addedQ1 24: 0 cut or sold outQ2 24: 0 bought or addedQ2 24: 0 cut or sold outQ2 24Q3 24: 0 bought or addedQ3 24: 0 cut or sold outQ4 24: 0 bought or addedQ4 24: 0 cut or sold outQ4 24Q1 25: 1 bought or addedQ1 25: 0 cut or sold outQ2 25: 0 bought or addedQ2 25: 0 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202310
Q4 202300
Q1 202400
Q2 202400
Q3 202400
Q4 202400
Q1 202510
Q2 202500

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GRACE & WHITE INC /NY 0.88% of their portfolio NY, NY 262,432262.4k $4.8m $4.8m 0.88% Unchanged
2 EVERETT HARRIS & CO /CA/ 0.01% of their portfolio LOS ANGELES, CA 45,00045.0k $810.0k $810.0k 0.01% Unchanged
3 NVWM, LLC 0.00% of their portfolio YARDLEY, PA 400400 $7.3k $7.3k 0.00% Unchanged