Position in WABC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$304,145
+$33,800 QoQ
Shares Held
5,184
0.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#127
of 212 holders
Holding Since
Jun 2025
5 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, 2026West Wealth Group, LLC holds $304,145 across 1 Banks - Regional name. WABC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WABC |
Westamerica Bancorporation
This page
|
5,184 | $304,145 |
All Filings in WABC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,145 | 5,184 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $270,345 | 5,184 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $245,750 | 5,138 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $256,898 | 5,139 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $246,608 | 5,091 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||