Phocas Financial Corp
TEX icon

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
Q3 		– Sell
-94,675
Closed -$6.85M – 131
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 $2.32T 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Phocas Financial Corp sold out of Terex (TEX) in Q3 2026, closing a stake of 94,675 shares — an estimated $6.85M sold.

Phocas Financial Corp first reported a position in TEX in Q1 2026 and held it in 2 quarters. The position peaked at $6.85M in Q2 2026. 230 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • Phocas Financial Corp reported no remaining Terex position as of Q3 2026 after selling out during the quarter.
  • Phocas Financial Corp sold 94,675 Terex shares in Q3 2026, an estimated $6.85M.
  • Phocas Financial Corp first reported a position in Terex in Q1 2026 and held it in 2 quarters.
  • Phocas Financial Corp's Terex position peaked at $6.85M in Q2 2026.
  • 230 funds tracked by Wall St. Rank held Terex as of Q3 2026.

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