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Phocas Financial Corp’s Terex TEX Stock Holding History

Phocas Financial Corp’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.85M Sell
94,675
-4,979
-5% -$311K 0.95% 36
2026
Q1 		$5.89M Buy
+99,654
New +$6.17M 0.92% 43

Other funds holding TEX

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Phocas Financial Corp reduced its Terex (TEX) stake by 5% in Q2 2026, selling an estimated $311K and leaving 94,675 shares worth $6.85M. The position accounts for 0.95% of the portfolio, ranked #36.

Phocas Financial Corp first reported a position in TEX in Q1 2026 and has held it in 2 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Phocas Financial Corp held 94,675 shares of Terex worth $6.85M as of Q2 2026.
  • Phocas Financial Corp sold 4,979 Terex shares in Q2 2026, an estimated $311K.
  • Terex made up 0.95% of Phocas Financial Corp's portfolio in Q2 2026, its #36 holding.
  • Phocas Financial Corp first reported a position in Terex in Q1 2026 and has held it in 2 quarters since.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

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