SBH
FOCS

Segall Bryant & Hamill’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Segall Bryant & Hamill’s Portfolio FOCS Stock Details FOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-90,935
Closed -$4.16M – 758
2022
Q1 		$4.16M Buy
90,935
+228
+0.3% +$11.4K 0.04% 354
2021
Q4 		$5.42M Buy
90,707
+4,220
+5% +$263K 0.05% 314
2021
Q3 		$4.53M Buy
86,487
+2,300
+3% +$118K 0.04% 350
2021
Q2 		$4.08M Sell
84,187
-12,593
-13% -$608K 0.04% 363
2021
Q1 		$4.03M Buy
96,780
+16,345
+20% +$791K 0.04% 375
2020
Q4 		$3.5M Sell
80,435
-1,493
-2% -$59.9K 0.04% 351
2020
Q3 		$2.69M Buy
81,928
+59,486
+265% +$2.1M 0.04% 353
2020
Q2 		$741K Buy
22,442
+688
+3% +$17.2K 0.01% 501
2020
Q1 		$501K Sell
21,754
-2,433
-10% -$64.6K 0.01% 591
2019
Q4 		$712K Sell
24,187
-1,793
-7% -$45.8K 0.01% 595
2019
Q3 		$618K Buy
25,980
+106
+0.4% +$2.61K 0.01% 614
2019
Q2 		$707K Buy
25,874
+109
+0.4% +$3.55K 0.01% 606
2019
Q1 		$919K Buy
25,765
+613
+2% +$19.3K 0.01% 553
2018
Q4 		$662K Buy
+25,152
New +$877K 0.01% 597

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Segall Bryant & Hamill's FOCS Position: Q2 2022 in Review

Segall Bryant & Hamill sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2022, closing a stake of 90,935 shares — an estimated $4.16M sold.

Segall Bryant & Hamill first reported a position in FOCS in Q4 2018 and held it in 14 quarters. The position peaked at $5.42M in Q4 2021. 203 funds tracked by Wall St. Rank hold FOCS as of Q2 2022.

  • Segall Bryant & Hamill reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2022 after selling out during the quarter.
  • Segall Bryant & Hamill sold 90,935 Focus Financial Partners Inc. Class A shares in Q2 2022, an estimated $4.16M.
  • Segall Bryant & Hamill first reported a position in Focus Financial Partners Inc. Class A in Q4 2018 and held it in 14 quarters.
  • Segall Bryant & Hamill's Focus Financial Partners Inc. Class A position peaked at $5.42M in Q4 2021.
  • 203 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2022.

Based on Segall Bryant & Hamill's 13F filing for Q2 2022, filed 15 Aug 2022.