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Phocas Financial Corp’s Edgewell Personal Care EPC Stock Holding History

Phocas Financial Corp’s Portfolio EPC Stock Details EPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-111,411
Closed -$2.27M – 155
2025
Q3 		$2.27M Buy
111,411
+2,270
+2% +$53.3K 0.29% 107
2025
Q2 		$2.55M Buy
109,141
+15
+0% +$416 0.37% 95
2025
Q1 		$3.41M Sell
109,126
-6,304
-5% -$198K 0.52% 79
2024
Q4 		$3.88M Buy
+115,430
New +$4.08M 0.52% 84
2023
Q4 		$4.74M Buy
129,479
+2,239
+2% +$79.2K 0.63% 75
2023
Q3 		$4.7M Sell
127,240
-105
-0.1% -$4.05K 0.68% 65
2023
Q2 		$5.26M Buy
127,345
+31,020
+32% +$1.33M 0.72% 59
2023
Q1 		$4.09M Buy
96,325
+940
+1% +$39.4K 0.59% 75
2022
Q4 		$3.68M Sell
95,385
-99
-0.1% -$3.93K 0.53% 82
2022
Q3 		$3.57M Sell
95,484
-80,906
-46% -$3.16M 0.55% 80
2022
Q2 		$6.09M Sell
176,390
-2,007
-1% -$72.2K 0.91% 36
2022
Q1 		$6.54M Sell
178,397
-2,998
-2% -$122K 0.81% 53
2021
Q4 		$8.29M Sell
181,395
-4,262
-2% -$172K 1.06% 32
2021
Q3 		$6.74M Buy
185,657
+1,818
+1% +$74.7K 0.85% 44
2021
Q2 		$8.07M Buy
183,839
+110,556
+151% +$4.68M 1.02% 27
2021
Q1 		$2.9M Sell
73,283
-2,724
-4% -$94.3K 0.38% 104
2020
Q4 		$2.63M Sell
76,007
-15,482
-17% -$502K 0.4% 106
2020
Q3 		$2.55M Buy
+91,489
New +$2.71M 0.44% 96

Other funds holding EPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Phocas Financial Corp sold out of Edgewell Personal Care (EPC) in Q4 2025, closing a stake of 111,411 shares — an estimated $2.27M sold.

Phocas Financial Corp first reported a position in EPC in Q3 2020 and held it in 18 quarters. The position peaked at $8.29M in Q4 2021. 217 funds tracked by Wall St. Rank hold EPC as of Q4 2025.

  • Phocas Financial Corp reported no remaining Edgewell Personal Care position as of Q4 2025 after selling out during the quarter.
  • Phocas Financial Corp sold 111,411 Edgewell Personal Care shares in Q4 2025, an estimated $2.27M.
  • Phocas Financial Corp first reported a position in Edgewell Personal Care in Q3 2020 and held it in 18 quarters.
  • Phocas Financial Corp's Edgewell Personal Care position peaked at $8.29M in Q4 2021.
  • 217 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2025.

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