Phocas Financial Corp.
All 13F Filings
- Location
- Alameda, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 720,712
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 153 | 720,712 | 13F-HR | Phocas Financial Corp. |
| Q1 2026 | 4/30/2026 | 155 | 636,860 | 13F-HR | Phocas Financial Corp. |
| Q4 2025 | 1/26/2026 | 148 | 768,928 | 13F-HR/A - RESTATEMENT | Phocas Financial Corp. |
| Q4 2025 | 1/21/2026 | 144 | 752,111 | 13F-HR | Phocas Financial Corp. |
| Q3 2025 | 11/12/2025 | 147 | 771,353 | 13F-HR | Phocas Financial Corp. |
| Q2 2025 | 8/6/2025 | 142 | 695,350 | 13F-HR | Phocas Financial Corp. |
| Q1 2014 | 5/14/2014 | 224 | 1,039,493 | 13F-HR | Phocas Financial Corp. |
| Q4 2013 | 2/18/2014 | 227 | 1,085,797 | 13F-HR/A - RESTATEMENT | Phocas Financial Corp. |
| Q4 2013 | 2/18/2014 | 228 | 1,039,097 | 13F-HR | Phocas Financial Corp. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 714.1 K | 99.1% | 84.29 K | 0 | 84.29 K |
| ETFs | 6.637 K | 0.9% | 0 | 441 | -441 |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
720,712
Holdings
153
QoQ value change ($000)
83,852
(13.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.