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| Date | Value |
|---|---|
| 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 |