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Phocas Financial Corp’s Artisan Partners APAM Stock Holding History

Phocas Financial Corp’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-91,229
Closed -$3.32M – 155
2026
Q1 		$3.32M Sell
91,229
-25,407
-22% -$1.04M 0.52% 80
2025
Q4 		$4.75M Sell
116,636
-271
-0.2% -$11.6K 0.62% 71
2025
Q3 		$5.07M Buy
116,907
+2,383
+2% +$110K 0.66% 70
2025
Q2 		$5.08M Buy
114,524
+16
+0% +$639 0.73% 63
2025
Q1 		$4.48M Sell
114,508
-6,616
-5% -$280K 0.69% 65
2024
Q4 		$5.21M Buy
+121,124
New +$5.53M 0.7% 64
2023
Q4 		$6.01M Buy
135,951
+2,378
+2% +$89.7K 0.79% 59
2023
Q3 		$5M Sell
133,573
-98
-0.1% -$3.8K 0.73% 56
2023
Q2 		$5.25M Buy
133,671
+54,605
+69% +$1.89M 0.72% 60
2023
Q1 		$2.53M Buy
79,066
+771
+1% +$25.9K 0.36% 111
2022
Q4 		$2.33M Sell
78,295
-81
-0.1% -$2.49K 0.33% 110
2022
Q3 		$2.11M Buy
78,376
+2,764
+4% +$97.2K 0.33% 115
2022
Q2 		$2.69M Buy
+75,612
New +$2.75M 0.4% 102
2016
Q3 		– Sell
-111,476
Closed -$3.09M – 247
2016
Q2 		$3.09M Buy
111,476
+6,753
+6% +$213K 0.23% 177
2016
Q1 		$3.23M Sell
104,723
-4,330
-4% -$126K 0.25% 173
2015
Q4 		$3.93M Buy
+109,053
New +$4.03M 0.31% 155

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Phocas Financial Corp's APAM Position: Q2 2026 in Review

Phocas Financial Corp sold out of Artisan Partners (APAM) in Q2 2026, closing a stake of 91,229 shares — an estimated $3.32M sold.

Phocas Financial Corp first reported a position in APAM in Q4 2015 and held it in 16 quarters. The position peaked at $6.01M in Q4 2023. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Phocas Financial Corp reported no remaining Artisan Partners position as of Q2 2026 after selling out during the quarter.
  • Phocas Financial Corp sold 91,229 Artisan Partners shares in Q2 2026, an estimated $3.32M.
  • Phocas Financial Corp first reported a position in Artisan Partners in Q4 2015 and held it in 16 quarters.
  • Phocas Financial Corp's Artisan Partners position peaked at $6.01M in Q4 2023.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Phocas Financial Corp's 13F filing for Q2 2026, filed 31 Jul 2026.