Phocas Financial Corp. FUL FULLER H B CO

Ownership history in Phocas Financial Corp.  ·  37 quarters on record

AI Ownership Summary

Phocas Financial Corp. reported FULLER H B CO (FUL) in 37 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.41% in 2023 Q4. The latest visible filing shows FUL at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FUL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Phocas Financial Corp.'s position in FULLER H B CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FUL was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.41% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Phocas Financial Corp. held FUL — position size vs. price
% of Fund (quarterly)    FUL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 50,683 -14,156 -21.8% 0.49% $3.1M 2026-05-01 $60.42
2025 Q4 REDUCED 64,839 -146 -0.2% 0.51% $3.9M 2026-01-21 $59.04
2025 Q3 ADDED 64,985 +1,326 +2.1% 0.50% $3.9M 2025-11-12 $57.44
2025 Q2 ADDED 63,659 +10 +0.0% 0.55% $3.8M 2025-08-06 $55.25
2025 Q1 ADDED 63,649 +53,447 +523.9% 0.55% $3.6M 2025-05-09 $53.68
2024 Q4 REDUCED 84.9% -16.5% 10,202 -57,566 -84.9% 0.51% $688K 2025-02-05 $59.56
2024 Q3 REDUCED 45.8% -15.2% 67,768 -57,221 -45.8% 0.02% $5.4M 2024-11-07 $76.74
2024 Q2 REDUCED 124,989 -5,712 -4.4% 0.04% $9.6M 2024-07-24 $79.96
2024 Q1 UNCHANGED 130,701 0% 0.04% $10.6M 2024-04-18 $73.75
2023 Q4 ADDED 130,701 +2,377 +1.9% 1.41% $10.6M 2024-01-30 $75.04
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Phocas Financial Corp. and FUL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Phocas Financial Corp. reported owning FUL?

Phocas Financial Corp. reported FUL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FUL position in Phocas Financial Corp.'s portfolio?

The largest reported portfolio weight for FUL was 1.41% in 2023 Q4.

What is the latest reported FUL position on this page?

The most recent filing on this page is 2026 Q1, when Phocas Financial Corp. reported 50,683 shares, equal to 0.49% of portfolio, with an estimated market value of $3.1M.

What does the chart on this FUL ownership page compare?

The chart compares Phocas Financial Corp.'s quarterly FUL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Phocas Financial Corp. time their FUL position?

Based on 13F filing dates vs. subsequent FUL price moves, Phocas Financial Corp. correctly timed 19 out of 35 reported position changes (54%). The annualised alpha on FUL relative to SPY over the holding period was -10.2%.

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