Stifel Financial’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Stifel Financial’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 Q4	–	Sell	-19,657	Closed	-$620K	–	3408
2022 Q3	$620K	Buy	19,657 +12,110	+160%	+$462K	﹤0.01%	2304
2022 Q2	$257K	Buy	7,547 +405	+6%	+$15.5K	﹤0.01%	2835
2022 Q1	$327K	Buy	7,142 +1,816	+34%	+$91.2K	﹤0.01%	2831
2021 Q4	$318K	Buy	+5,326	New	+$332K	﹤0.01%	2878
2021 Q2	–	Sell	-22,715	Closed	-$945K	–	3397
2021 Q1	$945K	Buy	+22,715	New	+$1.1M	﹤0.01%	2026
2019 Q2	–	Sell	-34,690	Closed	-$1.24M	–	3075
2019 Q1	$1.24M	Buy	+34,690	New	+$1.09M	﹤0.01%	1525

Other funds holding FOCS

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Stifel Financial's FOCS Position: Q4 2022 in Review

Stifel Financial sold out of Focus Financial Partners Inc. Class A (FOCS) in Q4 2022, closing a stake of 19,657 shares — an estimated $620K sold.

Stifel Financial first reported a position in FOCS in Q1 2019 and held it in 6 quarters. The position peaked at $1.24M in Q1 2019. 179 funds tracked by Wall St. Rank hold FOCS as of Q4 2022.

Stifel Financial reported no remaining Focus Financial Partners Inc. Class A position as of Q4 2022 after selling out during the quarter.
Stifel Financial sold 19,657 Focus Financial Partners Inc. Class A shares in Q4 2022, an estimated $620K.
Stifel Financial first reported a position in Focus Financial Partners Inc. Class A in Q1 2019 and held it in 6 quarters.
Stifel Financial's Focus Financial Partners Inc. Class A position peaked at $1.24M in Q1 2019.
179 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q4 2022.

Based on Stifel Financial's 13F filing for Q4 2022, filed 13 Feb 2023.