Western Financial Corp/CA
Position in EFSC — Enterprise Financial Services Corp
CIK 1954480
SAN DIEGO, CA
Position in EFSC
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$31,194,685
+$16,273 QoQ
Shares Held
576,505
-0.2% QoQ
Ownership
1.58%
of shares outstanding
% of Portfolio
13.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 99.97814416180259.ToString("F0")%
Shared 0.ToString("F0")%
None 0.021855838197413727.ToString("F0")%
Common Shares in EFSC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Western Financial Corp/CA holds $32,183,812 across 3 Banks - Regional names. EFSC ranks #1 (96.9% of the industry book) .
All Filings in EFSC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,194,685 | 576,505 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $31,178,412 | 577,378 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $33,798,455 | 582,933 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $29,453,264 | 534,542 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $31,410,492 | 584,490 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $33,011,935 | 585,318 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $31,508,496 | 614,680 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $26,648,610 | 651,396 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $26,449,500 | 652,108 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $29,331,076 | 656,911 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $24,893,850 | 663,836 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $26,103,042 | 667,597 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $29,837,086 | 669,143 | 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. | ||||||