Summit Financial Wealth Advisors, LLC - FOCUS FINL PARTNERS INC ownership

FOCUS FINL PARTNERS INC's ticker is FOCS and the CUSIP is 34417P100. A total of 226 filers reported holding FOCUS FINL PARTNERS INC in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.5%.

Quarter-by-quarter ownership
Summit Financial Wealth Advisors, LLC ownership history of FOCUS FINL PARTNERS INC
ValueSharesWeighting
Q2 2023$1,137,262
-29.6%
21,658
-30.5%
0.26%
-31.3%
Q1 2023$1,616,165
+38.2%
31,158
-0.7%
0.38%
+35.8%
Q4 2022$1,169,831
+9.1%
31,3880.0%0.28%
-8.4%
Q3 2022$1,072,000
-10.1%
31,3880.0%0.31%
+8.1%
Q2 2022$1,192,000
-16.4%
31,388
+0.7%
0.28%
-1.0%
Q1 2022$1,425,000
-23.7%
31,1580.0%0.29%
-20.2%
Q4 2021$1,867,000
+11.7%
31,158
-2.4%
0.36%
-4.7%
Q3 2021$1,671,000
-2.0%
31,908
-9.2%
0.38%
-1.6%
Q2 2021$1,705,000
-10.7%
35,158
-19.9%
0.38%
-20.8%
Q1 2021$1,910,000
+20.1%
43,908
-9.5%
0.49%
+12.0%
Q4 2020$1,591,000
-13.3%
48,520
+1.0%
0.43%
-11.4%
Q3 2020$1,835,000
+1.3%
48,020
-7.2%
0.49%
+1.4%
Q2 2020$1,812,000
+67.8%
51,770
-6.8%
0.48%
+42.1%
Q1 2020$1,080,000
-40.4%
55,518
-14.5%
0.34%
-22.9%
Q4 2019$1,813,000
+5.6%
64,968
-14.2%
0.44%
+4.8%
Q3 2019$1,717,000
-12.0%
75,688
+5.9%
0.42%
-11.9%
Q2 2019$1,952,000
-33.6%
71,460
-13.0%
0.48%
-38.4%
Q1 2019$2,938,00082,1100.78%
Other shareholders
FOCUS FINL PARTNERS INC shareholders Q1 2023
NameSharesValueWeighting ↓
STONE POINT CAPITAL LLC 21,394,471$762,499,00066.65%
Centerbridge Partners 1,772,435$63,170,0008.67%
Kohlberg Kravis Roberts & Co. L.P. 9,523,809$339,429,0005.16%
Quadrant Private Wealth Management, LLC 123,306$4,395,0004.04%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1,757,769$62,646,0003.35%
GYL FINANCIAL SYNERGIES, LLC 123,061$4,386,0002.46%
WINSLOW ASSET MANAGEMENT INC 205,618$7,328,0001.54%
Redwood Investments, LLC 505,780$18,026,0001.32%
BUCKINGHAM STRATEGIC WEALTH, LLC 260,094$9,270,0001.17%
Akre Capital Management 2,970,000$105,851,0001.12%
View complete list of FOCUS FINL PARTNERS INC shareholders