PhenixFIN (PFX) Assets (2022 - 2026)

PhenixFIN (PFX) has 5 years of Assets data on file, last reported at $305.6 million in Q1 2026.

• Quarterly Assets rose 1.62% year-over-year to $305.6 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $305.6 million (up 1.62% YoY) and the FY2025 annual result came in at $316.9 million, up 4.68% from the prior year.
• Assets eased to $305.6 million in Q1 2026 per PFX's latest filing, from $307.4 million in the prior quarter.
• Across five years, Assets topped out at $316.9 million in Q3 2025 and bottomed at $205.4 million in Q4 2022.
• The 5-year median for Assets is $247.7 million (2024), against an average of $266.3 million.
• The widest annual swing landed in 2024, when Assets soared 31.15%; it then fell 1.46% in 2025.
• Tracing PFX's Assets over 5 years: stood at $205.4 million in 2022, then climbed by 15.81% to $237.8 million in 2023, then jumped by 31.15% to $311.9 million in 2024, then slipped by 1.46% to $307.4 million in 2025, then decreased by 0.59% to $305.6 million in 2026.
• Per Business Quant, the three latest PFX Assets figures stand at $305.6 million (Q1 2026), $307.4 million (Q4 2025), and $316.9 million (Q3 2025).

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