StockDriftsStockDriftsTop 50 Western Financial CORP Ca Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 17.87% | 820.2K | $53.7M | +0.00%(+0) | $36.81(+55.50%) | 2026-09-30 | |
| EFSC | ENTERPRISE FINL SVCS CORP | 11.24% | 572.5K | $33.8M | -0.43%(-2.49K) | $47.33(+25.49%) | 2026-09-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.9% | 46.6K | $8.7M | +1746.63%(+44.09K) | $146.18(+32.81%) | 2026-09-30 | |
| WFC | WELLS FARGO & CO | 2.37% | 88.9K | $7.1M | +0.00%(+0) | $46.82(+74.70%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.35% | 21.2K | $7.1M | +244.30%(+15.05K) | $273.75(+25.28%) | 2026-09-30 | |
| BK | BANK OF NY MELLON CORP | 1.98% | 41.1K | $5.9M | -3.19%(-1.35K) | $92.20(+55.97%) | 2026-09-30 | |
| PANW | PALO ALTO NETWORKS INC | 1.9% | 14.3K | $5.7M | +2114.35%(+13.70K) | $356.29(-2.62%) | 2026-09-30 | |
| FTNT | FORTINET INC | 1.89% | 31.8K | $5.7M | new | $127.86(+34.13%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 1.71% | 19.5K | $5.1M | +3.36%(+632) | $245.60(+3.33%) | 2026-09-30 | |
| MRK | MERCK & CO INC | 1.67% | 34.5K | $5.0M | +531.05%(+29.04K) | $132.49(+8.41%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +29.71% | +118.25% | — | — | +77.88% |
| Top 20 Holdings Unweighted | +33.73% | +139.14% | — | — | +139.46% |
Western Financial CORP Ca reports $300.37M in US-listed equity holdings across 136 positions in its most recent 13F filing. Its largest disclosed positions are ARWR (17.9%), EFSC (11.2%) and PLTR (2.9%). The top 20 holdings account for 60.02% of reported assets. Its disclosed equity book has returned +118.25% on a three-year cumulative basis. Figures reflect the Q3 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 Ca’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1954480). View Western Financial CORP Ca’s 13F filings on SEC