Skip to main content

Phocas Financial Corp.

SEC CIK
0001356783
Latest filing
Jul 30, 2026

PFBC holding history

Preferred Bank in every 13F filed by Phocas Financial Corp., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFBC overviewAll 13F holders of PFBCFull Q2 2026 holdings

Shares (Q2 2026)
96,557
Value
$10.3M
% of portfolio
1.4%
Quarters held
22
Since Q1 2021
Holdings of PFBC by Phocas Financial Corp., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202696,557$10.3M1.4%−5,100−5.0%ReducedHolders
Q1 2026101,657$9.22M1.4%−28,221−21.7%ReducedHolders
Q4 2025129,878$12.3M1.6%−312−0.2%ReducedHolders
Q3 2025130,190$11.8M1.5%+2,649+2.1%AddedHolders
Q2 2025127,541$11.0M1.6%+190.0%AddedHolders
Q1 2025127,522$10.7M1.6%−7,363−5.5%ReducedHolders
Q4 2024134,885$11.7M1.6%−1,111−0.8%ReducedHolders
Q3 2024135,996$10.9M1.6%−8,318−5.8%ReducedHolders
Q2 2024144,314$10.9M1.6%−2,735−1.9%ReducedHolders
Q1 2024147,049$11.3M1.6%−3,848−2.6%ReducedHolders
Q4 2023150,897$11.0M1.5%+2,908+2.0%AddedHolders
Q3 2023147,989$9.21M1.3%−204−0.1%ReducedHolders
Q2 2023148,193$8.15M1.1%−1,065−0.7%ReducedHolders
Q1 2023149,258$8.18M1.2%+1,510+1.0%AddedHolders
Q4 2022147,748$11.0M1.6%−206−0.1%ReducedHolders
Q3 2022147,954$9.65M1.5%+4,737+3.3%AddedHolders
Q2 2022143,217$9.74M1.5%−1,628−1.1%ReducedHolders
Q1 2022144,845$10.7M1.4%−2,433−1.7%ReducedHolders
Q4 2021147,278$10.6M1.3%−3,516−2.3%ReducedHolders
Q3 2021150,794$10.1M1.3%+1,042+0.7%AddedHolders
Q2 2021149,752$9.47M1.2%−6,842−4.4%ReducedHolders
Q1 2021156,594$9.97M1.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.