PFC
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Phocas Financial Corp’s Kyndryl KD Stock Holding History

Phocas Financial Corp’s Portfolio KD Stock Details KD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-141,023
Closed -$3.75M – 160
2025
Q4 		$3.75M Sell
141,023
-71,489
-34% -$1.94M 0.49% 87
2025
Q3 		$6.38M Buy
212,512
+4,658
+2% +$160K 0.83% 53
2025
Q2 		$8.72M Sell
207,854
-79,364
-28% -$2.87M 1.25% 24
2025
Q1 		$9.02M Sell
287,218
-85,148
-23% -$3.19M 1.38% 15
2024
Q4 		$12.9M Sell
372,366
-3,394
-0.9% -$98.8K 1.72% 5
2024
Q3 		$8.63K Sell
375,760
-23,495
-6% -$573K 0.03% 46
2024
Q2 		$10.5K Buy
399,255
+66,963
+20% +$1.61M 0.04% 35
2024
Q1 		$7.23K Buy
332,292
+70,206
+27% +$1.49M 0.03% 69
2023
Q4 		$5.45M Buy
+262,086
New +$4.48M 0.72% 67

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Neuberger Berman Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return