Western Financial Corp/CA
Position in HLT — Hilton Worldwide Holdings Inc.
CIK 1954480
SAN DIEGO, CA
Position in HLT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,537,630
+$130,652 QoQ
Shares Held
4,653
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#569
of 1,283 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLT Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Western Financial Corp/CA holds $2,987,748 across 2 Lodging names. HLT ranks #1 (51.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLT |
Hilton Worldwide Holdings Inc.
This page
|
4,653 | $1,537,630 | |
| 2 | MAR |
Marriott International Inc /Md/
|
3,913 | $1,450,118 |
All Filings in HLT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,537,630 | 4,653 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,406,978 | 4,627 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,388,853 | 4,835 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,266,845 | 4,883 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,297,075 | 4,870 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,110,899 | 4,882 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,212,814 | 4,907 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,140,514 | 4,948 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,080,744 | 4,953 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,056,524 | 4,953 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $764,049 | 4,196 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $633,008 | 4,215 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $614,948 | 4,225 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $593,767 | 4,215 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||