PhenixFIN (PFX) Assets Average (2022 - 2026)
PhenixFIN (PFX) posted quarterly Assets Average of $306.5 million for Q1 2026, little changed year-over-year from $306.3 million in Q1 2025, and down 1.82% quarter-over-quarter from $312.1 million in Q4 2025.
PhenixFIN (PFX) Assets Average (2022 - 2026) Analysis & Trends
PhenixFIN (PFX) has reported Assets Average for 5 consecutive years, with $306.5 million the latest figure, recorded in Q1 2026.
- In Q1 2026, Assets Average changed 0.05% year-over-year to $306.5 million; the TTM figure through Mar 2026 stood at $306.5 million (changed 0.05% YoY), while the FY2025 annual figure was $309.8 million, up 14.23% from the prior year.
- Assets Average slipped to $306.5 million in Q1 2026 per PFX's latest filing, from $312.1 million in the prior quarter.
- Across five years, Assets Average topped out at $312.1 million in Q4 2025 and bottomed at $209.7 million in Q1 2023.
- Historically, Assets Average has averaged $266.6 million across 5 years, with a median of $260.8 million in 2024.
- Annual changes were most pronounced in 2024 — Assets Average gained 28.72% — and 2026, when it rose 0.05%.
- PhenixFIN's Assets Average stood at $212.1 million in 2022, then climbed by 12.56% to $238.8 million in 2023, then increased by 28.72% to $307.3 million in 2024, then increased by 1.56% to $312.1 million in 2025, then decreased by 1.82% to $306.5 million in 2026.
- Business Quant data shows PFX's Assets Average at $306.5 million in Q1 2026, $312.1 million in Q4 2025, and $311.9 million in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.82 Bn | 165.95 Bn | - | 173.06 Bn |
| 2 | Blackstone | 115.45 Bn | 112.94 Bn | - | 49.11 Bn |
| 3 | Kkr | 97.30 Bn | -179.77 Bn | - | - |
| 4 | Brookfield | 93.87 Bn | 46.47 Bn | - | - |
| 5 | Brookfield Asset Management | 83.89 Bn | 82.39 Bn | - | 19.01 Bn |
| 6 | Apollo Global Management | 78.63 Bn | 53.26 Bn | 10.54 Bn | 480.79 Bn |
| 7 | State Street | 51.52 Bn | 51.52 Bn | - | 405.27 Bn |
| 8 | Ameriprise Financial | 51.28 Bn | 40.23 Bn | 4.72 Bn | 191.16 Bn |
| 9 | Raymond James Financial | 34.11 Bn | 20.85 Bn | - | 93.09 Bn |
| 10 | PhenixFIN | 98.56 Mn | -205.25 Mn | - | 307.73 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 307.73 Mn |
| Mar 31, 2026 | 306.48 Mn |
| Dec 31, 2025 | 312.15 Mn |
| Sep 30, 2025 | 311.86 Mn |
| Jun 30, 2025 | 303.76 Mn |
| Mar 31, 2025 | 306.32 Mn |
| Dec 31, 2024 | 307.34 Mn |
| Sep 30, 2024 | 274.52 Mn |
| Jun 30, 2024 | 247.00 Mn |
| Mar 31, 2024 | 242.77 Mn |
| Dec 31, 2023 | 238.77 Mn |
| Sep 30, 2023 | 236.07 Mn |
| Jun 30, 2023 | 223.19 Mn |
| Mar 31, 2023 | 209.66 Mn |
| Dec 31, 2022 | 212.13 Mn |