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Brucke Financial’s Sanmina SANM Stock Holding History

Brucke Financial’s Portfolio SANM Stock Details SANM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$348K Sell
1,374
-586
-30% -$128K 0.15% 107
2026
Q1 		$254K Buy
1,960
+331
+20% +$48.6K 0.13% 129
2025
Q4 		$244K Buy
1,629
+41
+3% +$6.05K 0.13% 139
2025
Q3 		$218K Buy
+1,588
New +$179K 0.13% 147

Other funds holding SANM

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Brucke Financial's SANM Position: Q2 2026 in Review

Brucke Financial reduced its Sanmina (SANM) stake by 30% in Q2 2026, selling an estimated $128K and leaving 1,374 shares worth $348K. The position accounts for 0.15% of the portfolio, ranked #107.

Brucke Financial first reported a position in SANM in Q3 2025 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Brucke Financial held 1,374 shares of Sanmina worth $348K as of Q2 2026.
  • Brucke Financial sold 586 Sanmina shares in Q2 2026, an estimated $128K.
  • Sanmina made up 0.15% of Brucke Financial's portfolio in Q2 2026, its #107 holding.
  • Brucke Financial first reported a position in Sanmina in Q3 2025 and has held it in 4 quarters since.
  • 162 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Brucke Financial's 13F filing for Q2 2026, filed 21 Jul 2026.