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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
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 		$1.29M 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

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
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
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Pacifica Partners's SANM Position: Q2 2026 in Review

Pacifica Partners reduced its Sanmina (SANM) stake by 51% in Q2 2026, selling an estimated $1.55M and leaving 6,833 shares worth $1.5M. The position accounts for 0.45% of the portfolio, ranked #50.

Pacifica Partners first reported a position in SANM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.26M in Q4 2025. 104 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Pacifica Partners held 6,833 shares of Sanmina worth $1.5M as of Q2 2026.
  • Pacifica Partners sold 7,053 Sanmina shares in Q2 2026, an estimated $1.55M.
  • Sanmina made up 0.45% of Pacifica Partners's portfolio in Q2 2026, its #50 holding.
  • Pacifica Partners first reported a position in Sanmina in Q4 2020 and has held it in 23 quarters since.
  • Pacifica Partners's Sanmina position peaked at $2.26M in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.