FOCS — FOCUS FINL PARTNERS INC
FOCS (FOCUS FINL PARTNERS INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 39 funds have reported positions historically, with the sum of their latest reported stakes valued at $1.34B. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Capital World Investors history | Q1 2023 | 6.09M | $316.01M | 0.07% | Add |
| Vanguard Group history | Q2 2023 | 5.38M | $282.53M | 0.01% | Add |
| Fidelity International (FIL) history | Q2 2023 | 2.64M | $138.65M | 0.16% | Add |
| Goldman Sachs Group history | Q2 2023 | 2.01M | $105.73M | 0.02% | Add |
| MFS Investment Management history | Q4 2022 | 2.17M | $80.92M | 0.03% | Reduce |
| Geode Capital Management history | Q2 2023 | 1.17M | $61.31M | 0.01% | Add |
| Principal Global Investors history | Q2 2023 | 730.37K | $38.35M | 0.03% | Reduce |
| Northern Trust Corp history | Q2 2023 | 647.94K | $34.02M | 0.01% | Reduce |
| Soros Fund Management history | Q2 2023 | 558.46K | $29.32M | 0.68% | Hold |
| Millennium Management history | Q2 2023 | 533.93K | $28.04M | 0.01% | Add |
| Charles Schwab Investment Management history | Q2 2023 | 518.26K | $27.21M | 0.01% | Hold |
| Citadel Advisors history | Q2 2023 | 512.01K | $26.89M | 0.01% | Reduce |
| Bank of America Corp history | Q2 2023 | 486.37K | $25.54M | 0.00% | Add |
| Morgan Stanley history | Q2 2023 | 390.61K | $20.51M | 0.00% | Reduce |
| Balyasny Asset Management history | Q1 2023 | 364.44K | $18.90M | 0.05% | Add |
| Janus Henderson Group history | Q2 2023 | 352.41K | $18.51M | 0.01% | Reduce |
| Deutsche Bank AG history | Q2 2023 | 332.23K | $17.45M | 0.01% | Add |
| UBS Group AG history | Q2 2023 | 314.42K | $16.51M | 0.01% | Add |
| BNY Mellon history | Q2 2023 | 271.27K | $14.24M | 0.00% | Reduce |
| Marshall Wace history | Q2 2023 | 155.77K | $8.18M | 0.02% | Add |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q1 2021 | Q2 2021 | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Group | 3.18M | 4.52M | 4.17M | 4.46M | 4.82M | 4.87M | 4.90M | 5.09M | 4.94M | 5.38M |
| Fidelity International (FIL) | — | — | — | — | 8.29K | — | — | — | 2.38M | 2.64M |
| Goldman Sachs Group | — | — | 380.96K | 298.65K | 285.79K | 225.92K | 317.93K | 383.58K | 1.08M | 2.01M |
| Geode Capital Management | — | — | 1.06M | 1.07M | 1.05M | 1.01M | 1.04M | 1.09M | 1.12M | 1.17M |
| Principal Global Investors | — | — | 1.15M | 1.15M | 1.30M | 1.69M | 1.77M | 1.65M | 996.28K | 730.37K |
| Northern Trust Corp | — | — | 797.70K | 752.94K | 784.27K | 729.51K | 746.72K | 731.27K | 664.00K | 647.94K |
| Soros Fund Management | — | — | 766.44K | 615.61K | 615.61K | 615.61K | 615.61K | 615.61K | 558.46K | 558.46K |
| Millennium Management | — | — | 41.84K | 8.07K | 173.53K | 641.88K | 79.78K | 50.90K | 328.59K | 533.93K |
| Charles Schwab Investment Management | — | — | 373.15K | 380.71K | 437.57K | 436.07K | 478.26K | 509.44K | 517.04K | 518.26K |
| Citadel Advisors | — | — | 95.24K | 151.94K | 131.90K | 117.77K | 80.59K | 87.75K | 539.02K | 512.01K |
| Bank of America Corp | — | — | 413.81K | 322.96K | 247.63K | 190.72K | 248.08K | 273.53K | 409.23K | 486.37K |
| Morgan Stanley | — | — | 1.04M | 1.20M | 1.06M | 488.65K | 148.34K | 207.22K | 555.66K | 390.61K |
| Janus Henderson Group | — | 576.94K | 522.49K | 677.26K | 669.59K | 755.64K | 755.56K | 752.15K | 494.94K | 352.41K |
| Deutsche Bank AG | — | — | 46.04K | 48.02K | 47.02K | 37.17K | 33.20K | 36.09K | 57.66K | 332.23K |
| UBS Group AG | — | — | 64.82K | 33.28K | 10.87K | 10.30K | 10.30K | 20.33K | 138.65K | 314.42K |
| BNY Mellon | — | — | 282.76K | 276.45K | 295.35K | 277.52K | 258.74K | 298.33K | 274.40K | 271.27K |
| Marshall Wace | — | — | — | — | — | — | — | — | 123.79K | 155.77K |
| JPMorgan Chase & Co | — | — | 5.03M | 4.66M | 5.08M | 5.29M | 5.12M | 5.16M | 2.56M | 154.30K |
| Invesco Ltd | — | — | 1.08M | 895.47K | 873.78K | 807.26K | 890.33K | 1.03M | 513.83K | 112.05K |
| Legal & General Investment Management America | — | — | 46.26K | 46.34K | 51.40K | 51.24K | 48.44K | 50.04K | 55.35K | 55.81K |