Position in RCL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,792,456
-$54,001 QoQ
Shares Held
5,645
-15.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#440
of 1,220 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RCL Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026Western Financial Corp/CA holds $2,905,534 across 2 Travel Services names. RCL ranks #1 (61.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RCL |
Royal Caribbean Cruises Ltd
This page
|
5,645 | $1,792,456 | |
| 2 | EXPE |
Expedia Group, Inc.
|
4,350 | $1,113,078 |
All Filings in RCL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,792,456 | 5,645 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,846,457 | 6,710 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,992,046 | 7,142 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,090,003 | 6,459 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,701,771 | 8,628 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,769,865 | 8,615 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,589,454 | 6,890 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,283,376 | 7,236 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,214,697 | 7,619 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,115,833 | 8,027 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $983,865 | 7,598 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $666,725 | 7,236 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $955,445 | 9,210 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $625,116 | 9,573 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||