Western Financial Corp/CA

Position in EFSC — Enterprise Financial Services Corp

CIK 1954480 SAN DIEGO, CA

Position in EFSC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$37,882,383

+$6,687,698 QoQ

Shares Held

575,021

-0.3% QoQ

Ownership

1.59%

of shares outstanding

% of Portfolio

11.99%

of 13F equity value

Holder Rank

#13

of 267 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Western Financial Corp/CA holds $39,257,181 across 4 Banks - Regional names. EFSC ranks #1 (96.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EFSC	Enterprise Financial Services Corp This page	575,021	$37,882,383
2	BANC	Banc Of California, Inc.	48,997	$1,001,008
3	BSRR	Sierra Bancorp	5,359	$218,432
4	MFG	Mizuho Financial Group Inc	16,217	$155,358

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,882,383	575,021	-0.3%	Shares	Sole	2026-07-22
2026-03-31	$31,194,685	576,505	-0.2%	Shares	Sole	2026-04-23
2025-12-31	$31,178,412	577,378	-1.0%	Shares	Sole	2026-01-21
2025-09-30	$33,798,455	582,933	+9.1%	Shares	Sole	2025-10-21
2025-06-30	$29,453,264	534,542	-8.5%	Shares	Sole	2025-07-17
2025-03-31	$31,410,492	584,490	-0.1%	Shares	Sole	2025-04-23
2024-12-31	$33,011,935	585,318	-4.8%	Shares	Sole	2025-01-24
2024-09-30	$31,508,496	614,680	-5.6%	Shares	Sole	2024-10-21
2024-06-30	$26,648,610	651,396	-0.1%	Shares	Sole	2024-07-19
2024-03-31	$26,449,500	652,108	-0.7%	Shares	Sole	2024-04-24
2023-12-31	$29,331,076	656,911	-1.0%	Shares	Sole	2024-01-25
2023-09-30	$24,893,850	663,836	-0.6%	Shares	Sole	2023-10-19
2023-06-30	$26,103,042	667,597	-0.2%	Shares	Sole	2023-07-27
2023-03-31	$29,837,086	669,143	-5.8%	Shares	Sole	2023-04-20
2022-12-31	$34,778,736	710,350	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.