PhenixFIN (PFXNZ) Long-Term Investments (2021 - 2026)

PhenixFIN (PFXNZ) reported Long-Term Investments of $295.8 million for Q1 2026, up 3.13% year-over-year from $286.8 million in Q1 2025, and little changed quarter-over-quarter from $295.6 million in Q4 2025.

PhenixFIN (PFXNZ) Long-Term Investments (2021 - 2026) Analysis & Trends

PhenixFIN (PFXNZ) has 6 years of Long-Term Investments data on file, last reported at $295.8 million in Q1 2026.

  • Long-Term Investments for Q1 2026 came in at $295.8 million, up 3.13% year-over-year; the trailing twelve-month figure through Mar 2026 was $295.8 million (up 3.13% YoY), and the FY2025 annual result was $302.3 million, up 32.62% from the prior year.
  • Long-Term Investments was little changed at $295.8 million in Q1 2026 per PFXNZ's latest filing, from $295.6 million in the prior quarter.
  • Over five years, Long-Term Investments peaked at $302.3 million in Q3 2025 and troughed at $690592.0 in Q2 2025.
  • A 5-year average of $148.9 million and a median of $191.7 million in 2022 frame the typical range for Long-Term Investments.
  • The sharpest annual moves came in 2022 and 2023: Long-Term Investments surged 651554.03% in 2022, then sank 99.52% in 2023.
  • A 5-year view of Long-Term Investments shows it stood at $183.3 million in 2022, then slumped by 99.52% to $875749.0 in 2023, then soared by 34167.12% to $300.1 million in 2024, then dropped by 1.48% to $295.6 million in 2025, then climbed by 0.06% to $295.8 million in 2026.
  • Business Quant data shows PFXNZ's Long-Term Investments at $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) Long-Term Investments (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 14.57 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 32.75 Bn
3 Kkr 86.45 Bn 133.96 Bn - 77.47 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 3.10 Bn
5 State Street 46.95 Bn 21.27 Bn - 586.00 Mn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 2.51 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - -
8 Raymond James Financial 30.62 Bn 19.37 Bn - 399.00 Mn
9 Ares Management 29.04 Bn 32.41 Bn - -1.48 Bn
10 PhenixFIN - - - 295.81 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 295.81 Mn
Dec 31, 2025 295.64 Mn
Sep 30, 2025 302.27 Mn
Jun 30, 2025 690,592.00
Mar 31, 2025 286.84 Mn
Dec 31, 2024 300.09 Mn
Sep 30, 2024 227.92 Mn
Jun 30, 2024 2.94 Mn
Mar 31, 2024 17.53 Mn
Dec 31, 2023 875,749.00
Sep 30, 2023 1.46 Mn
Jun 30, 2023 3.49 Mn
Mar 31, 2023 200.09 Mn
Dec 31, 2022 183.27 Mn
Sep 30, 2022 262.60 Mn
Mar 31, 2022 1.50 Mn
Dec 31, 2021 28,124.00
Sep 30, 2021 206.90 Mn