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

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

• Quarterly Long-Term Investments rose 3.13% year-over-year to $295.8 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $295.8 million (up 3.13% YoY) and the FY2025 annual result came in at $302.3 million, up 32.62% from the prior year.
• Long-Term Investments steadied at $295.8 million in Q1 2026 per PFXNZ's latest filing, from $295.6 million in the prior quarter.
• Across five years, Long-Term Investments topped out at $302.3 million in Q3 2025 and bottomed at $690592.0 in Q2 2025.
• The 5-year median for Long-Term Investments is $191.7 million (2022), against an average of $148.9 million.
• The widest annual swing landed in 2022, when Long-Term Investments soared 651554.03%; it then tumbled 99.52% in 2023.
• Tracing PFXNZ's Long-Term Investments over 5 years: stood at $183.3 million in 2022, then plunged by 99.52% to $875749.0 in 2023, then jumped by 34167.12% to $300.1 million in 2024, then decreased by 1.48% to $295.6 million in 2025, then gained by 0.06% to $295.8 million in 2026.
• Per Business Quant, the three latest PFXNZ Long-Term Investments figures stand at $295.8 million (Q1 2026), $295.6 million (Q4 2025), and $302.3 million (Q3 2025).

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