Bailard, Inc.

SEC CIK: 0000750641
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

FOCS holding history

Focus Financial Partners Inc. in every 13F filed by Bailard, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FOCS overview All 13F holders of FOCS Full Q2 2026 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2022

Holdings of FOCS by Bailard, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−10,971−100.0%	Sold out	Holders
Q2 2023	10,971	$576.1K	<0.1%	−800−6.8%	Reduced	Holders
Q1 2023	11,771	$610.6K	<0.1%	+2,600+28.4%	Added	Holders
Q4 2022	9,171	$341.8K	<0.1%	+9,171	New	Holders