PhenixFIN (PFXNZ) Accumulated Expenses (2022 - 2026)

PhenixFIN (PFXNZ) reported Accumulated Expenses of $1.1 million for Q1 2026, up 4.89% year-over-year from $1.1 million in Q1 2025, and down 2.37% on a QoQ basis from $1.2 million in Q4 2025.

PhenixFIN (PFXNZ) has 5 years of Accumulated Expenses data on file, last reported at $1.1 million in Q1 2026.

  • Quarterly Accumulated Expenses rose 4.89% year-over-year to $1.1 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.1 million (up 4.89% YoY) and the FY2025 annual result came in at $1.2 million, up 54.62% from the prior year.
  • Accumulated Expenses declined to $1.1 million in Q1 2026 per PFXNZ's latest filing, from $1.2 million in the prior quarter.
  • Across five years, Accumulated Expenses topped out at $1.2 million in Q2 2025 and bottomed at $503125.0 in Q3 2022.
  • The 5-year median for Accumulated Expenses is $724564.0 (2024), against an average of $838157.1.
  • The widest annual swing landed in 2024, when Accumulated Expenses retreated 22.33%; it then soared 133.25% in 2025.
  • Tracing PFXNZ's Accumulated Expenses over 5 years: stood at $503125.0 in 2022, then soared by 43.37% to $721341.0 in 2023, then jumped by 42.7% to $1.0 million in 2024, then advanced by 12.58% to $1.2 million in 2025, then declined by 2.37% to $1.1 million in 2026.
  • Per Business Quant, the three latest PFXNZ Accumulated Expenses figures stand at $1.1 million (Q1 2026), $1.2 million (Q4 2025), and $1.2 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn -
2 Blackstone 92.68 Bn 91.63 Bn -
3 Kkr 84.94 Bn 132.45 Bn -
4 Brookfield Asset Management 77.34 Bn 77.68 Bn -
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn
6 State Street 44.42 Bn 18.75 Bn -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn
8 Northern Trust 31.21 Bn 31.21 Bn -
9 Ares Management 28.85 Bn 32.22 Bn -
10 PhenixFIN - - -

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 1.13 Mn
Dec 31, 2025 1.16 Mn
Sep 30, 2025 1.19 Mn
Jun 30, 2025 1.21 Mn
Mar 31, 2025 1.08 Mn
Dec 31, 2024 1.03 Mn
Sep 30, 2024 768,043.00
Jun 30, 2024 520,057.00
Mar 31, 2024 724,564.00
Dec 31, 2023 721,341.00
Sep 30, 2023 690,398.00
Jun 30, 2023 669,577.00
Mar 31, 2023 673,294.00
Dec 31, 2022 503,125.00
Sep 30, 2022 503,125.00