Position in WERN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$13,737
-$2,850 QoQ
Shares Held
315
-44.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#224
of 267 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WERN Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026Bell Investment Advisors, Inc holds $66,018 across 7 Trucking names. WERN ranks #3 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
116 | $25,125 | |
| 2 | XPO |
XPO, Inc.
|
72 | $14,780 | |
| 3 | WERN |
Werner Enterprises Inc
This page
|
315 | $13,737 | |
| 4 | TFII |
TFI International Inc.
|
37 | $5,312 | |
| 5 | SAIA |
Saia Inc
|
9 | $3,790 | |
| 6 | KNX |
Knight-Swift Transportation Holdings Inc.
|
30 | $2,336 | |
| 7 | RXO |
RXO, Inc.
|
34 | $938 |
All Filings in WERN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,737 | 315 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $16,587 | 564 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $8,672 | 289 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $18,529 | 704 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $20,820 | 761 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,635 | 363 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $15,804 | 440 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $17,481 | 453 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $16,230 | 453 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,141 | 157 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $6,652 | 157 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,621 | 170 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,189 | 208 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,461 | 208 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,374 | 208 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,843 | 182 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,551 | 170 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $8,435 | 177 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,835 | 177 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||