Cypress Wealth Services, LLC
Position in WABC — Westamerica Bancorporation
CIK 1721527
PALM DESERT, CA
Position in WABC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$974,684
-$160,882 QoQ
Shares Held
16,613
-23.7% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#4
of 43 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WABC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cypress Wealth Services, LLC holds $3,586,308 across 5 Banks - Regional names. WABC ranks #1 (27.2% of the industry book) .
All Filings in WABC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $974,684 | 16,613 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,135,566 | 21,775 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,041,498 | 21,775 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,088,532 | 21,775 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,054,781 | 21,775 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,102,468 | 21,775 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,142,316 | 21,775 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,076,120 | 21,775 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,056,740 | 21,775 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,064,362 | 21,775 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,228,327 | 21,775 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $941,768 | 21,775 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $833,982 | 21,775 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $964,632 | 21,775 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,284,942 | 21,775 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,138,614 | 21,775 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,211,996 | 21,775 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,317,387 | 21,775 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,257,070 | 21,775 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,225,061 | 21,775 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,263,603 | 21,775 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||