Focus Financial Partners Inc.
FOCSDelisted Aug 31, 2023- Industry
- Investment Advice
- SEC CIK
- 0001651052
Focus Financial Partners Inc. was delisted on Aug 31, 2023; its insiders filed their last Form 4 on Sep 1, 2023; 208 institutions reported holding it in 13F filings for Q2 2023, worth $3.88B in total; Soros Fund Management was the only superinvestor holding it.
13F holders, Q3 2023
Institutional positions in Focus Financial Partners Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
FOCS is no longer listed, and 13F filings after Q2 2023 list far fewer holders. See Q2 2023
- Institutional holders
- 0
- −207 vs. Q2 2023
- Shares held
- 0
- −73.8M (−100.0%) vs. Q2 2023
- Total value
- $0
- −$3.88B (−100.0%) vs. Q2 2023
- New holders
- 0
- 0 more added
- Sold out
- 207
- 0 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FOCS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 208 | $3.88B |
| Q1 2023 | 230 | $3.72B |
| Q4 2022 | 179 | $2.78B |
| Q3 2022 | 198 | $2.32B |
| Q2 2022 | 203 | $2.52B |
| Q1 2022 | 218 | $3.31B |
| Q4 2021 | 240 | $4.31B |
| Q3 2021 | 212 | $3.46B |
| Q2 2021 | 208 | $3.15B |
| Q1 2021 | 199 | $2.70B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Focus Financial Partners Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Proequities, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |