Phocas Financial Corp.
Position in EFSC — Enterprise Financial Services Corp
CIK 1356783
ALAMEDA, CA
Position in EFSC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,534,505
+$887,478 QoQ
Shares Held
99,188
-5.0% QoQ
Ownership
0.274%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#45
of 267 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in EFSC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Phocas Financial Corp. holds $150,045,504 across 19 Banks - Regional names. EFSC ranks #13 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTFC |
Wintrust Financial Corp
|
74,921 | $12,041,303 | |
| 2 | ABCB |
Ameris Bancorp
|
129,952 | $11,729,467 | |
| 3 | COLB |
Columbia Banking System, Inc.
|
353,629 | $11,333,809 | |
| 4 | ALRS |
Alerus Financial Corp
|
354,155 | $11,014,220 | |
| 5 | CASH |
Pathward Financial, Inc.
|
123,662 | $10,766,013 | |
| 6 | PFBC |
Preferred Bank
|
96,557 | $10,260,146 | |
| 7 | AUB |
Atlantic Union Bankshares Corp
|
211,179 | $8,934,983 | |
| 8 | FNB |
Fnb Corp/Pa/
|
465,226 | $8,876,512 |
All Filings in EFSC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,534,505 | 99,188 | Shares | Sole | 2026-07-31 | |
| 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. | ||||||