APAM ARTISAN PARTNERS ASSET MGMT

Ownership history in Phocas Financial Corp.  ·  18 quarters on record

This page tracks every 13F SEC filing in which Phocas Financial Corp. reported a position in ARTISAN PARTNERS ASSET MGMT (APAM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.79% (2023 Q4)
Avg. % of fund
0.43%
First filed
2015 Q4
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 116,636 -271 -0.2% 0.63% $4.8M $39.27
2025 Q3 ADDED 116,907 +2,383 +2.1% 0.66% $5.1M $40.99
2025 Q2 ADDED 114,524 +16 +0.0% 0.73% $5.1M $41.23
2025 Q1 ADDED 114,508 +96,207 +525.7% 0.69% $4.5M $35.80
2024 Q4 REDUCED 18,301 -103,894 -85.0% 0.59% $788K $38.23
2024 Q3 REDUCED 122,195 -7,616 -5.9% 0.02% $5.3M $37.81
2024 Q2 REDUCED 129,811 -6,140 -4.5% 0.02% $5.4M $35.39
2024 Q1 UNCHANGED 135,951 0% 0.02% $6.0M $38.73
2023 Q4 ADDED 135,951 +2,378 +1.8% 0.79% $6.0M $36.46
2023 Q3 REDUCED 133,573 -98 -0.1% 0.73% $5.0M $30.36
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% of Fund (quarterly)    APAM price (monthly, adj. close)
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