PhenixFIN (PFX) Common Equity (2021 - 2026)

PhenixFIN (PFX) has 6 years of Common Equity data on file, last reported at $153.8 million in Q1 2026.

• Quarterly Common Equity fell 3.26% year-over-year to $153.8 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $153.8 million (down 3.26% YoY) and the FY2025 annual result came in at $160.8 million, changed 0.29% from the prior year.
• Common Equity eased to $153.8 million in Q1 2026 per PFX's latest filing, from $155.8 million in the prior quarter.
• Across five years, Common Equity topped out at $162.8 million in Q4 2024 and bottomed at $120.8 million in Q3 2022.
• The 5-year median for Common Equity is $153.8 million (2026), against an average of $147.0 million.
• The widest annual swing landed in 2022, when Common Equity decreased 16.03%; it then gained 21.4% in 2023.
• Tracing PFX's Common Equity over 5 years: stood at $124.7 million in 2022, then increased by 20.86% to $150.7 million in 2023, then gained by 8.01% to $162.8 million in 2024, then slipped by 4.27% to $155.8 million in 2025, then dropped by 1.29% to $153.8 million in 2026.
• Per Business Quant, the three latest PFX Common Equity figures stand at $153.8 million (Q1 2026), $155.8 million (Q4 2025), and $160.8 million (Q3 2025).

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