StockDriftsStockDriftsTop 50 Western Financial Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 19.58% | 820.2K | $66.9M | +0.00%(+0) | $36.81(+135.40%) | 2026-06-30 | |
| EFSC | ENTERPRISE FINL SVCS CORP | 11.09% | 575.0K | $37.9M | -0.26%(-1.48K) | $47.33(+40.39%) | 2026-06-30 | |
| INTC | INTEL CORP | 5.23% | 127.8K | $17.9M | -20.59%(-33.15K) | $35.49(+191.43%) | 2026-06-30 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 2.72% | 9.6K | $9.3M | -6.14%(-630) | $256.35(+289.79%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 2.64% | 20.8K | $9.0M | -1.65%(-349) | $149.56(+125.59%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 2.52% | 11.9K | $8.6M | +1.80%(+210) | $303.33(+75.32%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 2.41% | 7.0K | $8.2M | +147.66%(+4.17K) | $786.14(+37.49%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 2.2% | 7.1K | $7.5M | +3.11%(+213) | $591.13(+47.09%) | 2026-06-30 | |
| WFC | WELLS FARGO & CO | 2.15% | 88.9K | $7.3M | -9.42%(-9.25K) | $46.82(+91.04%) | 2026-06-30 | |
| BK | BANK OF NY MELLON CORP | 1.8% | 42.4K | $6.1M | +2.95%(+1.21K) | $92.20(+55.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +31.83% | +129.11% | — | — | +106.43% |
| Top 20 Holdings Unweighted | +38.25% | +164.25% | — | — | +167.92% |
Western Financial Corp reports $341.48M in US-listed equity holdings across 132 positions in its most recent 13F filing. Its largest disclosed positions are ARWR (19.6%), EFSC (11.1%) and INTC (5.2%). The top 20 holdings account for 66.94% of reported assets. Its disclosed equity book has returned +129.11% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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 1954480). View Western Financial Corp’s 13F filings on SEC