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WCCB · West Coast Community Bancorp · Holdings

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$63.35 +0.04 (+0.06%) At close · Nov 4
Rebalance outlook locked
Market Cap
$666.73M
Shares
10.52M
Volume · Nov 4 77.44K Avg daily vol (3M) 33.45K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of WCCB: 13F, 13D and 13G, insiders and funds →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 19
Total Value: $39,776,078
Total Shares: 762,475

Institutional Ownership Trend

12 quarters

Holder Concentration

Across 4 13F filers
Top Holder
49.6%
Dec 2023 → Jun 2026 · range 49.6% – 100.0%
of institutional value
Top 5
100.0%
Dec 2023 → Jun 2026 · range 100.0% – 100.0%
of institutional value
Top 10
100.0%
Dec 2023 → Jun 2026 · range 100.0% – 100.0%
of institutional value
HHI
4,816
Dec 2023 → Jun 2026 · range 4,728 – 10,000
Highly concentrated

Who Holds WCCB

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 4 filers, like-for-like change +3.3%; actively managed books +3.3%.

Holder type Share Filers Change
Registered adviser 49.7% 2 +0.3%
Bank 0.0% 0 —
Unknown 50.3% 2 +6.5%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Conviction and Crowding

4 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
2
50.0% of filers hold it in their top 10
Mar 31, 2026: 2
Holders above 5%
1
median weight 1.57%
Mar 31, 2026: 1
Crowding
—
no cover-page share count is dated within about a year of the quarter end
Private-fund advisers
—
of shares outstanding
Institutional ownership
—
no cover-page share count is dated within about a year of the quarter end
Top 10 holders
100.0%
of 13F shares, Herfindahl 0.482
Active holders
+3.3%
like-for-like share change of active filers
5% stakes on record
0
0 13D, 0 13G
How long holders have held it value-weighted 8.9 quarters
Under 1 year 0.764% 1 to 3 years 99.2% 3 years or more 0.000% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$40.15
estimated per share
Mar 31, 2026: $40.24
Quarter-end price
$50.00
implied by 13F values
Estimated gain or loss
+24.5%
price against the estimated cost
Estimated at a loss
0.000%
of costed 13F value

Estimated cost covers 50.4% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shareholder Targets

13F filers that own its peers but not WCCB, quarter ended Jun 30, 2026

WCCB has no holder-overlap peers, so these filers hold the largest Financial Services stocks: JPM, V, BRK-B, MA, BAC, MS, GS, AXP, WFC, C, SCHW, RY, CB, BLK, PGR, COF, SPGI, TD, BNY, PNC. 6,588 filers in all.

# Filer In peers
1 BlackRock, Inc. Holding company, Index-like $420,126,205,606 20 held
2 VANGUARD CAPITAL MANAGEMENT LLC Registered adviser, Index-like $357,705,165,418 20 held
3 STATE STREET CORP Bank, Index-like $260,793,033,245 19 held
4 GEODE CAPITAL MANAGEMENT, LLC Registered adviser, Index-like $135,289,198,168 20 held
5 FMR LLC Holding company, Diversified active $118,595,204,944 20 held
6 VANGUARD PORTFOLIO MANAGEMENT LLC Registered adviser, Diversified active $115,648,086,418 19 held
7 MORGAN STANLEY Holding company, Index-like $105,419,810,386 20 held
8 Berkshire Hathaway Inc Insurer, Concentrated $91,098,036,862 4 held
9 JPMORGAN CHASE & CO Bank, Diversified active $90,379,922,684 20 held
10 NORGES BANK Non-US, Index-like $78,828,529,437 20 held
Holder type: Registered adviser 13 Bank 1 Unknown 5
Showing 19 of 19
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
BANC FUNDS CO LLC $15,071,000 37.89% 301,420
Siena Capital Partners GP, LLC $14,767,850 37.13% 295,357
M3F, Inc. $2,690,216 6.76% 44,540
Creative Planning $1,918,002 4.82% 31,755
Daytona Street Capital LLC $1,075,120 2.70% 17,800
BRIGHTON JONES LLC $671,527 1.69% 11,118
Baron Wealth Management LLC $551,452 1.39% 9,130
Pettinga Financial Advisors LLC $468,100 1.18% 7,750
Western Financial Corp/CA $434,396 1.09% 7,192
apricus wealth, LLC $342,105 0.86% 5,664
Ancora Advisors LLC $341,000 0.86% 6,820
Family CFO Inc $280,739 0.71% 4,648
Integris Wealth Management, LLC $220,641 0.55% 3,653
Granite Investment Partners, LLC $219,252 0.55% 3,630
Krilogy Financial LLC $211,400 0.53% 3,500
Lido Advisors, LLC $204,454 0.51% 3,385
Inspire Investing, LLC $146,168 0.37% 2,420
CREATIVE FINANCIAL DESIGNS INC /ADV $91,445 0.23% 1,514
CITIGROUP INC $71,211 0.18% 1,179
Key facts CIK 2105965 CUSIP 952170108 13F (30d) 16 filings 16 filers Visit website Investor relations