FPF
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First Pacific Financial’s Gartner IT Stock Holding History

First Pacific Financial’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12
Closed -$3.15K – 542
2025
Q3 		$3.15K Buy
12
+3
+33% +$875 ﹤0.01% 411
2025
Q2 		$3.64K Buy
+9
New +$3.77K ﹤0.01% 406
2024
Q4 		– Sell
-15
Closed -$7.6K – 417
2024
Q3 		$7.6K Sell
15
-1
-6% -$481 ﹤0.01% 278
2024
Q2 		$7.18K Buy
16
+11
+220% +$4.89K ﹤0.01% 271
2024
Q1 		$2.38K Buy
5
+1
+25% +$460 ﹤0.01% 350
2023
Q4 		$1.8K Buy
+4
New +$1.6K ﹤0.01% 319

Other funds holding IT

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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Pacific Financial's IT Position: Q4 2025 in Review

First Pacific Financial sold out of Gartner (IT) in Q4 2025, closing a stake of 12 shares — an estimated $3.15K sold.

First Pacific Financial first reported a position in IT in Q4 2023 and held it in 6 quarters. The position peaked at $7.6K in Q3 2024. 813 funds tracked by Wall St. Rank hold IT as of Q4 2025.

  • First Pacific Financial reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
  • First Pacific Financial sold 12 Gartner shares in Q4 2025, an estimated $3.15K.
  • First Pacific Financial first reported a position in Gartner in Q4 2023 and held it in 6 quarters.
  • First Pacific Financial's Gartner position peaked at $7.6K in Q3 2024.
  • 813 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on First Pacific Financial's 13F filing for Q4 2025, filed 16 Jan 2026.