BCI
FOCS

Brinker Capital Investments’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Brinker Capital Investments’s Portfolio FOCS Stock Details FOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,040
Closed -$300K – 1671
2022
Q4 		$300K Sell
8,040
-2,947
-27% -$105K 0.01% 1149
2022
Q3 		$346K Sell
10,987
-12,894
-54% -$492K 0.01% 1069
2022
Q2 		$813K Sell
23,881
-289
-1% -$11K 0.02% 818
2022
Q1 		$1.11M Buy
24,170
+6,390
+36% +$321K 0.02% 762
2021
Q4 		$1.06M Sell
17,780
-2,915
-14% -$181K 0.02% 795
2021
Q3 		$1M Hold
20,695
– – 0.02% 768
2021
Q2 		$1M Buy
20,695
+1,508
+8% +$72.8K 0.01% 824
2021
Q1 		$799K Sell
19,187
-14,781
-44% -$716K 0.01% 764
2020
Q4 		$1.48M Buy
33,968
+19,656
+137% +$789K 0.02% 616
2020
Q3 		$469K Buy
+14,312
New +$506K 0.01% 922

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Brinker Capital Investments's FOCS Position: Q1 2023 in Review

Brinker Capital Investments sold out of Focus Financial Partners Inc. Class A (FOCS) in Q1 2023, closing a stake of 8,040 shares — an estimated $300K sold.

Brinker Capital Investments first reported a position in FOCS in Q3 2020 and held it in 10 quarters. The position peaked at $1.48M in Q4 2020. 229 funds tracked by Wall St. Rank hold FOCS as of Q1 2023.

  • Brinker Capital Investments reported no remaining Focus Financial Partners Inc. Class A position as of Q1 2023 after selling out during the quarter.
  • Brinker Capital Investments sold 8,040 Focus Financial Partners Inc. Class A shares in Q1 2023, an estimated $300K.
  • Brinker Capital Investments first reported a position in Focus Financial Partners Inc. Class A in Q3 2020 and held it in 10 quarters.
  • Brinker Capital Investments's Focus Financial Partners Inc. Class A position peaked at $1.48M in Q4 2020.
  • 229 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q1 2023.

Based on Brinker Capital Investments's 13F filing for Q1 2023, filed 31 Jul 2025.