PhenixFIN (PFX) Assets Average (2022 - 2026)

PhenixFIN's (PFX) quarterly Assets Average came in at $306.5 million in Q1 2026, little changed year-on-year from $306.3 million in Q1 2025, and down 1.82% on a QoQ basis from $312.1 million in Q4 2025.

PhenixFIN (PFX) Assets Average (2022 - 2026) Analysis & Trends

PhenixFIN (PFX) has 5 years of Assets Average data on file, last reported at $306.5 million in Q1 2026.

  • On a quarterly basis, Assets Average changed 0.05% year-over-year to $306.5 million in Q1 2026; TTM through Mar 2026 was $306.5 million, a 0.05% change from a year earlier, with the FY2025 full-year figure at $309.8 million, up 14.23% from the prior year.
  • Assets Average for Q1 2026 stood at $306.5 million, down from $312.1 million in the prior quarter.
  • Over the last five years, Assets Average for PFX reached as high as $312.1 million in Q4 2025 and fell as low as $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.
  • Across the five-year window, Assets Average increased 28.72% in 2024 and grew 0.05% in 2026, its largest moves.
  • Year by year, Assets Average stood at $212.1 million in 2022, then increased by 12.56% to $238.8 million in 2023, then gained by 28.72% to $307.3 million in 2024, then gained by 1.56% to $312.1 million in 2025, then dropped by 1.82% to $306.5 million in 2026.
  • Per Business Quant data, the three most recent Assets Average figures were $306.5 million in Q1 2026, $312.1 million in Q4 2025, and $311.9 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - 170.12 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 48.02 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 464.24 Bn
5 State Street 51.30 Bn 51.30 Bn - 379.11 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 187.68 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - 175.85 Bn
8 Raymond James Financial 32.59 Bn 17.67 Bn - 90.35 Bn
9 Price T Rowe 24.70 Bn 21.13 Bn - 14.37 Bn
10 PhenixFIN 85.65 Mn -213.24 Mn - 306.48 Mn

Historic Data

Download Data
DateValue
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