PhenixFIN (PFX) Short-term Investments (2022 - 2026)

PhenixFIN's (PFX) quarterly Short-term Investments came in at $295.8 million in Q1 2026, little changed on a QoQ basis from $295.6 million in Q4 2025.

PhenixFIN (PFX) Short-term Investments (2022 - 2026) Analysis & Trends

PhenixFIN (PFX) has 5 years of Short-term Investments data on file, last reported at $295.8 million in Q1 2026.

  • On a quarterly basis, Short-term Investments changed N/A year-over-year to $295.8 million in Q1 2026; TTM through Mar 2026 was $295.8 million, a N/A change from a year earlier, with the FY2025 full-year figure at $302.3 million, up 32.62% from the prior year.
  • Short-term Investments for Q1 2026 stood at $295.8 million, roughly flat from $295.6 million in the prior quarter.
  • Over the last five years, Short-term Investments for PFX reached as high as $302.3 million in Q3 2025 and fell as low as $8.0 million in Q2 2023.
  • Historically, Short-term Investments has averaged $204.4 million across 5 years, with a median of $227.2 million in 2023.
  • On a YoY basis, Short-term Investments climbed as much as 2821.01% in 2024 and fell as far as 0.64% in 2024.
  • Year by year, Short-term Investments stood at $12.3 million in 2022, then jumped by 1704.6% to $222.2 million in 2023, then advanced by 2.56% to $227.9 million in 2024, then climbed by 29.71% to $295.6 million in 2025, then gained by 0.06% to $295.8 million in 2026.
  • Per Business Quant data, the three most recent Short-term Investments figures were $295.8 million in Q1 2026, $295.6 million in Q4 2025, and $302.3 million in Q3 2025.

Peer Comparison

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

Historic Data

Download Data
DateValue
Mar 31, 2026 295.81 Mn
Dec 31, 2025 295.64 Mn
Sep 30, 2025 302.27 Mn
Sep 30, 2024 227.92 Mn
Jun 30, 2024 233.68 Mn
Mar 31, 2024 220.05 Mn
Dec 31, 2023 222.22 Mn
Sep 30, 2023 226.46 Mn
Jun 30, 2023 8.00 Mn
Sep 30, 2022 12.31 Mn