Swedbank
FOCS

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

Swedbank’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
2023
Q2 		– Sell
-492,000
Closed -$25.5M – 729
2023
Q1 		$25.5M Sell
492,000
-338,800
-41% -$16.3M 0.05% 276
2022
Q4 		$31M Sell
830,800
-96,500
-10% -$3.43M 0.07% 233
2022
Q3 		$29.2M Buy
927,300
+53,000
+6% +$2.02M 0.07% 231
2022
Q2 		$29.8M Buy
874,300
+108,300
+14% +$4.14M 0.07% 238
2022
Q1 		$35M Buy
766,000
+23,900
+3% +$1.2M 0.07% 240
2021
Q4 		$44.5M Sell
742,100
-113,300
-13% -$7.05M 0.07% 218
2021
Q3 		$44.8M Buy
855,400
+25,400
+3% +$1.3M 0.08% 208
2021
Q2 		$40.3M Hold
830,000
– – 0.08% 226
2021
Q1 		$34.5M Buy
+830,000
New +$40.2M 0.07% 244

Other funds holding FOCS

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Swedbank's FOCS Position: Q2 2023 in Review

Swedbank sold out of Focus Financial Partners Inc. Class A (FOCS) in Q2 2023, closing a stake of 492,000 shares — an estimated $25.5M sold.

Swedbank first reported a position in FOCS in Q1 2021 and held it in 9 quarters. The position peaked at $44.8M in Q3 2021. 208 funds tracked by Wall St. Rank hold FOCS as of Q2 2023.

  • Swedbank reported no remaining Focus Financial Partners Inc. Class A position as of Q2 2023 after selling out during the quarter.
  • Swedbank sold 492,000 Focus Financial Partners Inc. Class A shares in Q2 2023, an estimated $25.5M.
  • Swedbank first reported a position in Focus Financial Partners Inc. Class A in Q1 2021 and held it in 9 quarters.
  • Swedbank's Focus Financial Partners Inc. Class A position peaked at $44.8M in Q3 2021.
  • 208 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q2 2023.

Based on Swedbank's 13F filing for Q2 2023, filed 6 Dec 2024.