Western Financial Corp/CA

Position in MAR — Marriott International Inc /Md/

CIK 1954480 SAN DIEGO, CA

Position in MAR

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

Position Value

$1,450,118

+$178,797 QoQ

Shares Held

3,913

+0.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#723

of 1,737 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Western Financial Corp/CA holds $2,987,748 across 2 Lodging names. MAR ranks #2 (48.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HLT	Hilton Worldwide Holdings Inc.	4,653	$1,537,630
2	MAR	Marriott International Inc /Md/ This page	3,913	$1,450,118

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,450,118	3,913	+0.7%	Shares	Sole	2026-07-22
2026-03-31	$1,271,321	3,887	-12.3%	Shares	Sole	2026-04-23
2025-12-31	$1,374,983	4,432	-1.2%	Shares	Sole	2026-01-21
2025-09-30	$1,168,594	4,487	+0.8%	Shares	Sole	2025-10-21
2025-06-30	$1,216,604	4,453	+2.3%	Shares	Sole	2025-07-17
2025-03-31	$1,037,361	4,355	+0.0%	Shares	Sole	2025-04-23
2024-12-31	$1,214,225	4,353	-0.4%	Shares	Sole	2025-01-24
2024-09-30	$1,086,630	4,371	+0.3%	Shares	Sole	2024-10-21
2024-06-30	$1,053,391	4,357	+2.1%	Shares	Sole	2024-07-19
2024-03-31	$1,076,354	4,266	+21.1%	Shares	Sole	2024-04-24
2023-12-31	$794,471	3,523	-0.2%	Shares	Sole	2024-01-25
2023-09-30	$693,856	3,530	-12.0%	Shares	Sole	2023-10-19
2023-06-30	$736,964	4,012	+0.1%	Shares	Sole	2023-07-27
2023-03-31	$665,322	4,007	+4.7%	Shares	Sole	2023-04-20
2022-12-31	$569,653	3,826	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.