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First Pacific Financial’s Presidio Property Trust SQFT Stock Holding History

First Pacific Financial’s Portfolio SQFT Stock Details SQFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-181
Closed -$1.04K – 593
2025
Q1 		$1.04K Buy
+181
New +$1.19K ﹤0.01% 501

Other funds holding SQFT

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IA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

First Pacific Financial's SQFT Position: Q2 2025 in Review

First Pacific Financial sold out of Presidio Property Trust (SQFT) in Q2 2025, closing a stake of 181 shares — an estimated $1.04K sold.

First Pacific Financial first reported a position in SQFT in Q1 2025 and held it in 1 quarter. The position peaked at $1.04K in Q1 2025. 13 funds tracked by Wall St. Rank hold SQFT as of Q2 2025.

  • First Pacific Financial reported no remaining Presidio Property Trust position as of Q2 2025 after selling out during the quarter.
  • First Pacific Financial sold 181 Presidio Property Trust shares in Q2 2025, an estimated $1.04K.
  • First Pacific Financial first reported a position in Presidio Property Trust in Q1 2025 and held it in 1 quarter.
  • First Pacific Financial's Presidio Property Trust position peaked at $1.04K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held Presidio Property Trust as of Q2 2025.

Based on First Pacific Financial's 13F filing for Q2 2025, filed 18 Jul 2025.