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Phocas Financial Corp’s Goosehead Insurance GSHD Stock Holding History

Phocas Financial Corp’s Portfolio GSHD Stock Details GSHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-38,860
Closed -$1.66M – 162
2026
Q1 		$1.66M Sell
38,860
-10,952
-22% -$613K 0.26% 116
2025
Q4 		$3.67M Buy
+49,812
New +$3.55M 0.48% 91

Other funds holding GSHD

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
LEP
Langdon Equity Partners Toronto $179M AUM

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

Phocas Financial Corp sold out of Goosehead Insurance (GSHD) in Q2 2026, closing a stake of 38,860 shares — an estimated $1.66M sold.

Phocas Financial Corp first reported a position in GSHD in Q4 2025 and held it in 2 quarters. The position peaked at $3.67M in Q4 2025. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Phocas Financial Corp reported no remaining Goosehead Insurance position as of Q2 2026 after selling out during the quarter.
  • Phocas Financial Corp sold 38,860 Goosehead Insurance shares in Q2 2026, an estimated $1.66M.
  • Phocas Financial Corp first reported a position in Goosehead Insurance in Q4 2025 and held it in 2 quarters.
  • Phocas Financial Corp's Goosehead Insurance position peaked at $3.67M in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

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