What did First Pacific Advisors actually do?

A source-backed history of material decisions from First Pacific Advisors. We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions: 12
Stocks observed: 8
Outcomes observed: 12

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

Q2 2026
filed Aug 14, 2026
45d lag
DHRNEWNEW
First Pacific Advisors · 1.3% of reported portfolio
Original SEC filing ↗
+6.0% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
INTUNEWNEW
First Pacific Advisors · 1.1% of reported portfolio
Original SEC filing ↗
-16.1% vs SPY
34 sessions after disclosure
direction not supported so far
Q1 2026
filed May 14, 2026
44d lag
WFCTRIM-21.4%
First Pacific Advisors · 1.4% of reported portfolio
Original SEC filing ↗
+16.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 14, 2026
44d lag
CHTREXITEXIT
First Pacific Advisors · 1.3% of reported portfolio
Original SEC filing ↗
+4.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
GOOGLTRIM-21.1%
First Pacific Advisors · 8.1% of reported portfolio
Original SEC filing ↗
+23.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
CMCSATRIM-25.3%
First Pacific Advisors · 4.9% of reported portfolio
Original SEC filing ↗
-28.1% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 13, 2025
44d lag
CTRIM-28.1%
First Pacific Advisors · 6.4% of reported portfolio
Original SEC filing ↗
+12.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 13, 2025
44d lag
WFCTRIM-36.5%
First Pacific Advisors · 2.3% of reported portfolio
Original SEC filing ↗
+1.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 13, 2025
44d lag
TMOADD+146.0%
First Pacific Advisors · 1.4% of reported portfolio
Original SEC filing ↗
-15.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 1, 2025
32d lag
WFCTRIM-22.6%
First Pacific Advisors · 3.0% of reported portfolio
Original SEC filing ↗
+3.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 6, 2025
36d lag
WFCTRIM-30.3%
First Pacific Advisors · 3.8% of reported portfolio
Original SEC filing ↗
-6.5% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 7, 2025
38d lag
WFCTRIM-28.5%
First Pacific Advisors · 4.1% of reported portfolio
Original SEC filing ↗
-1.5% vs SPY
63 sessions after disclosure
direction supported so far

Latticework Follow

Follow First Pacific Advisors

Email me only when a reviewed weekly edition contains a material new decision about First Pacific Advisors: a new position, exit, or a large share-count change that also clears the size threshold. There may be quiet weeks.

Confirm by email. Manage or stop follows in one click. See our privacy notice.

The evidence is limited to selected widely owned U.S.-listed securities in Form 13F filings. Filing dates can trail quarter end by up to 45 days in the normal reporting cycle, and the filings do not disclose transaction dates, prices, or intent.