Phocas Financial Corp
NESR icon

Phocas Financial Corp’s National Energy Services Reunited Corp NESR Stock Holding History

Phocas Financial Corp’s Portfolio NESR Stock Details NESR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-393,666
Closed -$11.8M – 150
2026
Q2 		$11.8M Sell
393,666
-20,337
-5% -$503K 1.63% 8
2026
Q1 		$8.89M Sell
414,003
-116,738
-22% -$2.43M 1.4% 12
2025
Q4 		$8.31M Buy
+530,741
New +$6.96M 1.08% 25

Other funds holding NESR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Phocas Financial Corp's NESR Position: Q3 2026 in Review

Phocas Financial Corp sold out of National Energy Services Reunited Corp (NESR) in Q3 2026, closing a stake of 393,666 shares — an estimated $11.8M sold.

Phocas Financial Corp first reported a position in NESR in Q4 2025 and held it in 3 quarters. The position peaked at $11.8M in Q2 2026. 137 funds tracked by Wall St. Rank hold NESR as of Q3 2026.

  • Phocas Financial Corp reported no remaining National Energy Services Reunited Corp position as of Q3 2026 after selling out during the quarter.
  • Phocas Financial Corp sold 393,666 National Energy Services Reunited Corp shares in Q3 2026, an estimated $11.8M.
  • Phocas Financial Corp first reported a position in National Energy Services Reunited Corp in Q4 2025 and held it in 3 quarters.
  • Phocas Financial Corp's National Energy Services Reunited Corp position peaked at $11.8M in Q2 2026.
  • 137 funds tracked by Wall St. Rank held National Energy Services Reunited Corp as of Q3 2026.

Based on Phocas Financial Corp's 13F filing for Q3 2026.