PP
FOCS

Paloma Partners’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Paloma Partners’s Portfolio FOCS Stock Details FOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-7,704
Closed -$352K – 1905
2022
Q1 		$352K Sell
7,704
-1,072
-12% -$53.8K 0.01% 1044
2021
Q4 		$524K Buy
+8,776
New +$546K 0.01% 1078
2021
Q3 		– Sell
-8,616
Closed -$418K – 2065
2021
Q2 		$418K Buy
+8,616
New +$416K 0.01% 1123

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Paloma Partners's FOCS Position: Q2 2022 in Review

Paloma Partners sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2022, closing a stake of 7,704 shares — an estimated $352K sold.

Paloma Partners first reported a position in FOCS in Q2 2021 and held it in 3 quarters. The position peaked at $524K in Q4 2021. 203 funds tracked by Wall St. Rank hold FOCS as of Q2 2022.

  • Paloma Partners reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2022 after selling out during the quarter.
  • Paloma Partners sold 7,704 Focus Financial Partners Inc. Class A shares in Q2 2022, an estimated $352K.
  • Paloma Partners first reported a position in Focus Financial Partners Inc. Class A in Q2 2021 and held it in 3 quarters.
  • Paloma Partners's Focus Financial Partners Inc. Class A position peaked at $524K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2022.

Based on Paloma Partners's 13F filing for Q2 2022, filed 15 Aug 2022.