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Phocas Financial Corp’s Sanmina SANM Stock Holding History

Phocas Financial Corp’s Portfolio SANM Stock Details SANM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.02M Sell
27,754
-30,205
-52% -$6.62M 0.97% 33
2026
Q1 		$7.51M Sell
57,959
-16,387
-22% -$2.41M 1.18% 20
2025
Q4 		$11.2M Sell
74,346
-32,208
-30% -$4.75M 1.45% 15
2025
Q3 		$12.3M Buy
106,554
+18,892
+22% +$2.12M 1.59% 12
2025
Q2 		$8.58M Buy
87,662
+13
+0% +$1.07K 1.23% 27
2025
Q1 		$6.68M Buy
87,649
+10,348
+13% +$841K 1.02% 36
2024
Q4 		$5.85M Buy
+77,301
New +$5.77M 0.78% 55

Other funds holding SANM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AMD
Advanced Micro Devices Santa Clara, California $1.31B AUM

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

Phocas Financial Corp reduced its Sanmina (SANM) stake by 52% in Q2 2026, selling an estimated $6.62M and leaving 27,754 shares worth $7.02M. The position accounts for 0.97% of the portfolio, ranked #33.

Phocas Financial Corp first reported a position in SANM in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.3M in Q3 2025. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Phocas Financial Corp held 27,754 shares of Sanmina worth $7.02M as of Q2 2026.
  • Phocas Financial Corp sold 30,205 Sanmina shares in Q2 2026, an estimated $6.62M.
  • Sanmina made up 0.97% of Phocas Financial Corp's portfolio in Q2 2026, its #33 holding.
  • Phocas Financial Corp first reported a position in Sanmina in Q4 2024 and has held it in 7 quarters since.
  • Phocas Financial Corp's Sanmina position peaked at $12.3M in Q3 2025.
  • 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

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