Position in WF
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$611,787
-$432,911 QoQ
Shares Held
9,186
-48.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026West Family Investments, Inc. holds $4,526,059 across 10 Banks - Regional names. WF ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
|
45,580 | $1,180,522 | |
| 2 | KB |
KB Financial Group Inc.
|
6,269 | $625,207 | |
| 3 | WF |
Woori Financial Group Inc.
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|
9,186 | $611,787 | |
| 4 | SHG |
Shinhan Financial Group Co Ltd
|
8,515 | $522,139 | |
| 5 | MFG |
Mizuho Financial Group Inc
|
55,655 | $441,900 | |
| 6 | HDB |
Hdfc Bank Ltd
|
12,924 | $321,549 | |
| 7 | USB |
US Bancorp \De\
|
5,327 | $277,057 | |
| 8 | TFC |
Truist Financial Corp
|
5,256 | $241,618 |
All Filings in WF
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $611,787 | 9,186 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,044,698 | 17,770 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $999,020 | 17,792 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $875,944 | 17,614 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $411,575 | 12,330 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $385,312 | 12,330 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $476,602 | 13,339 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $382,205 | 11,929 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $386,857 | 11,929 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $314,529 | 10,408 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $281,987 | 10,284 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $368,352 | 13,668 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $307,934 | 11,713 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $340,298 | 12,361 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $225,387 | 10,098 | Shares | Sole | 2022-11-04 | |
| No filing history on record for this holder in this stock. | ||||||