Pacifica Partners
SANM icon

Pacifica Partners’s Sanmina SANM Stock Holding History

Pacifica Partners’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
Q3 		$1.5M Sell
6,744
-89
-1% -$18.1K 0.45% 47
2026
Q2 		$1.5M Sell
6,833
-7,053
-51% -$1.55M 0.45% 50
2026
Q1 		$1.8M Sell
13,886
-307
-2% -$45.1K 0.6% 44
2025
Q4 		$2.26M Sell
14,193
-230
-2% -$34K 1% 32
2025
Q3 		$1.68M Sell
14,423
-96
-0.7% -$10.8K 0.6% 44
2025
Q2 		$1.42M Sell
14,519
-3,309
-19% -$273K 0.58% 45
2025
Q1 		$1.23M Sell
17,828
-1,485
-8% -$121K 0.56% 44
2024
Q4 		$1.46M Sell
19,313
-503
-3% -$37.5K 0.63% 44
2024
Q3 		$1.36M Sell
19,816
-315
-2% -$21.7K 0.56% 50
2024
Q2 		$1.33M Sell
20,131
-220
-1% -$14.1K 0.57% 48
2024
Q1 		$1.22M Sell
20,351
-265
-1% -$15.4K 0.54% 51
2023
Q4 		$1.03M Hold
20,616
– – 0.5% 55
2023
Q3 		$1.09M Sell
20,616
-1,595
-7% -$89.7K 0.59% 50
2023
Q2 		$1.34M Sell
22,211
-485
-2% -$26.6K 0.76% 42
2023
Q1 		$1.27M Sell
22,696
-907
-4% -$54.3K 0.77% 43
2022
Q4 		$1.38M Sell
23,603
-7,157
-23% -$424K 0.94% 39
2022
Q3 		$1.39M Sell
30,760
-725
-2% -$33.8K 1% 37
2022
Q2 		$1.33M Sell
31,485
-100
-0.3% -$4.13K 0.92% 38
2022
Q1 		$1.27M Sell
31,585
-70
-0.2% -$2.79K 0.83% 41
2021
Q4 		$1.3M Sell
31,655
-140
-0.4% -$5.5K 0.85% 40
2021
Q3 		$1.25M Sell
31,795
-350
-1% -$13.4K 0.91% 37
2021
Q2 		$1.23M Sell
32,145
-600
-2% -$24.7K 0.93% 37
2021
Q1 		$1.4M Sell
32,745
-595
-2% -$21.6K 1.15% 32
2020
Q4 		$1.07M Buy
+33,340
New +$989K 1.03% 38

Other funds holding SANM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Monument Capital Management
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Pacifica Partners's SANM Position: Q3 2026 in Review

Pacifica Partners reduced its Sanmina (SANM) stake by 1.3% in Q3 2026, selling an estimated $18.1K and leaving 6,744 shares worth $1.5M. The position accounts for 0.45% of the portfolio, ranked #47.

Pacifica Partners first reported a position in SANM in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.26M in Q4 2025. 89 funds tracked by Wall St. Rank hold SANM as of Q3 2026.

  • Pacifica Partners held 6,744 shares of Sanmina worth $1.5M as of Q3 2026.
  • Pacifica Partners sold 89 Sanmina shares in Q3 2026, an estimated $18.1K.
  • Sanmina made up 0.45% of Pacifica Partners's portfolio in Q3 2026, its #47 holding.
  • Pacifica Partners first reported a position in Sanmina in Q4 2020 and has held it in 24 quarters since.
  • Pacifica Partners's Sanmina position peaked at $2.26M in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Sanmina as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.