Western Financial Corp/Ca Portfolio Holdings

Western Financial Corp/Ca

  • $230 Billion
  • Q3 2025

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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$317B
$8.11 Billion 3.53% of portfolio
96,784
Q3 2025 Added 12.05%
$342B
$7.8 Billion 3.39% of portfolio
42,738
Q3 2025 Added 12.82%
$328B
$6.03 Billion 2.62% of portfolio
20,036
Q3 2025 Added 8.41%
$388B
$4.07 Billion 1.77% of portfolio
25,154
Q3 2025 New
$265B
$3.55 Billion 1.55% of portfolio
4,460
Q3 2025 Added 23.99%
$255B
$3.33 Billion 1.45% of portfolio
10,026
Q3 2025 Added 32.34%
$279B
$3.32 Billion 1.44% of portfolio
32,217
Q3 2025 Added 39.65%
$237B
$3.01 Billion 1.31% of portfolio
18,562
Q3 2025 Added 55.87%
$1.37T
$2.75 Billion 1.2% of portfolio
3,750
Q3 2025 Added 0.46%
$1.29T
$2.59 Billion 1.13% of portfolio
5,823
Q3 2025 Reduced 2.51%
$269B
$2.38 Billion 1.04% of portfolio
9,952
Q3 2025 Added 3.55%
$465B
$1.84 Billion 0.8% of portfolio
9,846
Q3 2025 New
$512B
$1.66 Billion 0.72% of portfolio
2,911
Q3 2025 Added 1.68%
$266B
$1.44 Billion 0.63% of portfolio
5,114
Q3 2025 Added 20.53%
$4.3T
$1.04 Billion 0.45% of portfolio
4,070
Q3 2025 Reduced 1.19%
$593B
$887 Million 0.39% of portfolio
3,153
Q3 2025 Reduced 25.04%
$2.39T
$666 Million 0.29% of portfolio
3,032
Q3 2025 Added 0.86%
$1.74T
$536 Million 0.23% of portfolio
2,200
Q3 2025 Reduced 9.35%
$533B
$507 Million 0.22% of portfolio
1,486
Q3 2025 Added 2.91%
$404B
$501 Million 0.22% of portfolio
541
Q3 2025 Reduced 81.98%
$662B
$456 Million 0.2% of portfolio
908
Q3 2025 Added 8.74%
$303B
$383 Million 0.17% of portfolio
2,468
Q3 2025 Added 0.41%
$1.65T
$326 Million 0.14% of portfolio
1,340
Q3 2025 Added 0.07%
$3.78T
$285 Million 0.12% of portfolio
551
Q3 2025 Reduced 0.18%
$367B
$253 Million 0.11% of portfolio
625
Q3 2025 Reduced 74.58%

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $230 Billion
  • Prior Value $187 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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