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