PFC
ALE

Phocas Financial Corp’s Allete ALE Stock Holding History

Phocas Financial Corp’s Portfolio ALE Stock Details ALE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-106,751
Closed -$7.09M – 150
2025
Q3 		$7.09M Buy
+106,751
New +$6.93M 0.92% 45

Other funds holding ALE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Phocas Financial Corp's ALE Position: Q4 2025 in Review

Phocas Financial Corp sold out of Allete (ALE) in Q4 2025, closing a stake of 106,751 shares — an estimated $7.09M sold.

Phocas Financial Corp first reported a position in ALE in Q3 2025 and held it in 1 quarter. The position peaked at $7.09M in Q3 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • Phocas Financial Corp reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • Phocas Financial Corp sold 106,751 Allete shares in Q4 2025, an estimated $7.09M.
  • Phocas Financial Corp first reported a position in Allete in Q3 2025 and held it in 1 quarter.
  • Phocas Financial Corp's Allete position peaked at $7.09M in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Phocas Financial Corp's 13F filing for Q4 2025, filed 21 Jan 2026.