Phocas Financial Corp’s Coherent COHR Stock Holding History

Phocas Financial Corp’s Portfolio COHR Stock Details COHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-57,505	Closed	-$5.13M	–	150
2025 Q2	$5.13M	Buy	57,505 +11,439	+25%	+$823K	0.74%	61
2025 Q1	$2.99M	Sell	46,066 -27,583	-37%	-$2.29M	0.46%	94
2024 Q4	$6.98M	Buy	+73,649	New	+$7.37M	0.93%	48
2023 Q4	$5.43M	Buy	124,829 +2,187	+2%	+$78.8K	0.72%	68
2023 Q3	$4M	Sell	122,642 -84	-0.1%	-$3.45K	0.58%	77
2023 Q2	$6.26M	Buy	122,726 +40,558	+49%	+$1.51M	0.86%	45
2023 Q1	$3.13M	Buy	82,168 +789	+1%	+$32.1K	0.45%	94
2022 Q4	$2.86M	Buy	+81,379	New	+$2.83M	0.41%	96
2020 Q4	–	Sell	-68,981	Closed	-$2.8M	–	194
2020 Q3	$2.8M	Buy	68,981 +16,931	+33%	+$746K	0.48%	87
2020 Q2	$2.46M	Buy	+52,050	New	+$2.06M	0.44%	98
2019 Q4	–	Sell	-48,903	Closed	-$1.72M	–	196
2019 Q3	$1.72M	Buy	+48,903	New	+$1.86M	0.18%	118

Other funds holding COHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Phocas Financial Corp's COHR Position: Q3 2025 in Review

Phocas Financial Corp sold out of Coherent (COHR) in Q3 2025, closing a stake of 57,505 shares — an estimated $5.13M sold.

Phocas Financial Corp first reported a position in COHR in Q3 2019 and held it in 11 quarters. The position peaked at $6.98M in Q4 2024. 702 funds tracked by Wall St. Rank hold COHR as of Q3 2025.

Phocas Financial Corp reported no remaining Coherent position as of Q3 2025 after selling out during the quarter.
Phocas Financial Corp sold 57,505 Coherent shares in Q3 2025, an estimated $5.13M.
Phocas Financial Corp first reported a position in Coherent in Q3 2019 and held it in 11 quarters.
Phocas Financial Corp's Coherent position peaked at $6.98M in Q4 2024.
702 funds tracked by Wall St. Rank held Coherent as of Q3 2025.

Based on Phocas Financial Corp's 13F filing for Q3 2025, filed 12 Nov 2025.