StockDriftsStockDriftsTop 50 Western Financial Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EFSC | ENTERPRISE FINL SVCS CORP | 25.51% | 828.4K | $36K | new | — | 2022-09-30 | |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 18.96% | 820.3K | $27K | new | — | 2022-09-30 | |
| GOVT | ISHARES TR | 4.12% | 259.0K | $6K | new | — | 2022-09-30 | |
| WFC | WELLS FARGO CO NEW | 2.57% | 91.5K | $4K | new | — | 2022-09-30 | |
| PACW | PACWEST BANCORP DEL | 1.63% | 102.8K | $2K | new | — | 2022-09-30 | |
| AAPL | APPLE INC | 1.28% | 13.3K | $2K | new | — | 2022-09-30 | |
| SHYG | ISHARES TR | 1.25% | 44.7K | $2K | new | — | 2022-09-30 | |
| SPLG | SPDR SER TR | 1.18% | 40.2K | $2K | new | — | 2022-09-30 | |
| TIP | ISHARES TR | 1.1% | 14.9K | $2K | new | — | 2022-09-30 | |
| COST | COSTCO WHSL CORP NEW | 1.09% | 3.3K | $2K | new | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Western Financial Corp reports $143.00K in US-listed equity holdings across 93 positions in its most recent 13F filing. Its largest disclosed positions are EFSC (25.5%), ARWR (19.0%) and GOVT (4.1%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Western Financial Corp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 106077). View Western Financial Corp’s 13F filings on SEC