Western Financial Corp/Ca has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $230 Billion distributed in 120 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Enterprise Financial Services Corp with a value of $33.8B, Arrowhead Pharmaceuticals, Inc. with a value of $28.3B, Wells Fargo & Company with a value of $8.11B, Palantir Technologies Inc. with a value of $7.8B, and Netflix Inc with a value of $6.91B.
Examining the 13F form we can see an increase of $43.2B in the current position value, from $187B to 230B.
Western Financial Corp/Ca is based out at San Diego, CA
Below you can find more details about Western Financial Corp/Ca portfolio as well as his latest detailed transactions.
Portfolio value
$230 Billion
Financial Services: $65.5 Billion
Technology: $38.7 Billion
Healthcare: $35 Billion
Industrials: $21.7 Billion
Communication Services: $20 Billion
ETFs: $19.3 Billion
Consumer Cyclical: $13.2 Billion
Consumer Defensive: $6.83 Billion
Other: $5.98 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
