Phocas Financial Corp.
Position in EFSC — Enterprise Financial Services Corp
CIK 1356783
ALAMEDA, CA
Position in EFSC
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$5,647,027
-$1,562,243 QoQ
Shares Held
104,362
-21.8% QoQ
Ownership
0.285%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 16.271248155458885.ToString("F0")%
Shared 0.ToString("F0")%
None 83.72875184454112.ToString("F0")%
Common Shares in EFSC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Phocas Financial Corp. holds $125,689,680 across 18 Banks - Regional names. EFSC ranks #13 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASH |
Pathward Financial, Inc.
|
130,125 | $11,611,053 | |
| 2 | WTFC |
Wintrust Financial Corp
|
79,058 | $10,984,318 | |
| 3 | ABCB |
Ameris Bancorp
|
136,727 | $10,663,338 | |
| 4 | COLB |
Columbia Banking System, Inc.
|
372,463 | $10,216,660 | |
| 5 | PFBC |
Preferred Bank
|
101,657 | $9,219,273 | |
| 6 | TCBI |
Texas Capital Bancshares Inc/Tx
|
87,645 | $8,315,757 | |
| 7 | FRME |
First Merchants Corp
|
212,220 | $8,219,280 | |
| 8 | FNB |
Fnb Corp/Pa/
|
489,684 | $8,187,516 |
All Filings in EFSC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,647,027 | 104,362 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $7,209,270 | 133,505 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,759,289 | 133,827 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,223,444 | 131,097 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $7,044,131 | 131,078 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,811,287 | 138,498 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $5,828,928 | 113,713 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,943,441 | 120,837 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,993,909 | 123,124 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $10,217,706 | 228,840 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $8,429,250 | 224,780 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $8,797,226 | 224,993 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $10,089,780 | 226,279 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $10,972,278 | 224,107 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $7,900,776 | 179,400 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $7,214,401 | 173,841 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,317,949 | 175,818 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $8,418,420 | 178,773 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $8,291,854 | 183,124 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $8,449,335 | 182,137 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $9,416,095 | 190,455 | Shares | Sole | 2021-06-22 | |
| 2020-12-31 | $6,903,778 | 197,533 | Shares | Sole | 2021-03-01 | |
| 2020-09-30 | $6,482,324 | 237,709 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,446,560 | 175,018 | Shares | Sole | 2020-08-24 | |
| 2020-03-31 | $5,309,151 | 190,224 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||