Western Financial Corp/Ca Portfolio Holdings

Western Financial Corp/Ca

  • $187 Billion
  • Q2 2025

Western Financial Corp/Ca has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $187 Billion distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Enterprise Financial Services Corp with a value of $29.5B, Arrowhead Pharmaceuticals, Inc. with a value of $13B, Wells Fargo & Company with a value of $6.92B, Netflix Inc with a value of $6.08B, and Palantir Technologies Inc. with a value of $5.16B.

Examining the 13F form we can see an increase of $14.5B in the current position value, from $172B to 187B.

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 $187 Billion
Financial Services: $56.7 Billion
Technology: $23.6 Billion
ETFs: $19.7 Billion
Healthcare: $19.5 Billion
Industrials: $18.2 Billion
Communication Services: $17.8 Billion
Consumer Cyclical: $14.2 Billion
Consumer Defensive: $7.4 Billion
Other: $6.36 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.16B
$29.5 Billion 15.79% of portfolio
534,542
Q2 2025 Reduced 8.55%
$1.56B
$13 Billion 6.95% of portfolio
820,239
Q3 2023 Reduced 0.01%
$305B
$6.92 Billion 3.71% of portfolio
86,377
Q2 2025 Reduced 10.22%
$549B
$6.08 Billion 3.26% of portfolio
4,543
Q2 2025 Reduced 13.61%
$298B
$5.16 Billion 2.77% of portfolio
37,882
Q2 2025 Added 26.65%
$287B
$4.76 Billion 2.55% of portfolio
18,482
Q2 2025 Added 26.29%
$22.5B
$2.98 Billion 1.59% of portfolio
13,352
Q2 2025 Reduced 0.48%
$419B
$2.97 Billion 1.59% of portfolio
3,003
Q2 2025 Reduced 2.25%
$3.98B
$2.88 Billion 1.54% of portfolio
7,116
Q2 2025 New
$1.58T
$2.75 Billion 1.48% of portfolio
3,733
Q2 2025 Reduced 53.28%
$88.4B
$2.7 Billion 1.45% of portfolio
8,628
Q2 2025 Added 0.15%
$241B
$2.55 Billion 1.36% of portfolio
3,597
Q2 2025 Added 0.47%
$86.1B
$2.44 Billion 1.31% of portfolio
9,904
Q2 2025 Added 1.76%
$226B
$2.42 Billion 1.3% of portfolio
7,576
Q2 2025 Added 1.2%
$79.7B
$2.33 Billion 1.25% of portfolio
25,616
Q2 2025 Added 1.38%
$289B
$2.29 Billion 1.23% of portfolio
9,611
Q2 2025 Added 596.95%
$103B
$2.25 Billion 1.2% of portfolio
4,408
Q2 2025 Added 38.62%
$84.5B
$2.22 Billion 1.19% of portfolio
14,610
Q2 2025 Added 3.33%
$85.9B
$2.21 Billion 1.19% of portfolio
1,455
Q2 2025 Reduced 0.61%
$280B
$2.17 Billion 1.16% of portfolio
11,909
Q2 2025 New
$89.2B
$2.04 Billion 1.09% of portfolio
14,350
Q2 2025 Reduced 0.22%
$5.91B
$2 Billion 1.07% of portfolio
22,157
Q2 2025 Added 1,385.05%
$70.8B
$2 Billion 1.07% of portfolio
538
Q2 2025 Reduced 1.82%
$84.3B
$1.98 Billion 1.06% of portfolio
18,734
Q2 2025 New
$1.04T
$1.9 Billion 1.02% of portfolio
5,973
Q2 2025 Reduced 9.38%
$149B
$1.89 Billion 1.01% of portfolio
17,597
Q2 2025 Added 116.39%
$74.3B
$1.79 Billion 0.96% of portfolio
11,674
Q2 2025 New
$182B
$1.63 Billion 0.88% of portfolio
3,006
Q2 2025 Reduced 0.69%
$56B
$1.64 Billion 0.88% of portfolio
8,377
Q2 2025 Reduced 1.76%
$529B
$1.61 Billion 0.86% of portfolio
2,863
Q2 2025 Added 0.85%
$67.9B
$1.46 Billion 0.78% of portfolio
13,915
Q2 2025 Reduced 27.22%
$78B
$1.4 Billion 0.75% of portfolio
7,499
Q2 2025 Reduced 6.46%
$57B
$1.37 Billion 0.73% of portfolio
3,625
Q2 2025 Reduced 12.12%
$5.63B
$1.35 Billion 0.72% of portfolio
24,398
Q2 2025 Added 306.5%
$73.3B
$1.3 Billion 0.7% of portfolio
4,870
Q2 2025 Reduced 0.25%
$255B
$1.25 Billion 0.67% of portfolio
4,243
Q2 2025 New
$82.9B
$1.23 Billion 0.66% of portfolio
5,791
Q2 2025 Added 153.77%
$88.1B
$1.22 Billion 0.65% of portfolio
4,453
Q2 2025 Added 2.25%
$30.8B
$1.19 Billion 0.64% of portfolio
6,897
Q2 2025 Reduced 4.04%
$26.3B
$1.15 Billion 0.62% of portfolio
6,382
Q2 2025 Added 2.62%
$117B
$1.14 Billion 0.61% of portfolio
4,128
Q2 2025 Reduced 61.14%
$19.5B
$1.06 Billion 0.57% of portfolio
3,387
Q2 2025 New
$37B
$1.07 Billion 0.57% of portfolio
6,158
Q2 2025 Added 2.34%
$51.4B
$1.04 Billion 0.56% of portfolio
7,156
Q2 2025 Added 0.27%
$11B
$1.04 Billion 0.56% of portfolio
21,167
Q2 2025 Added 3.19%
$7.48B
$1.03 Billion 0.55% of portfolio
975
Q2 2025 Added 20.37%
$19.7B
$1 Billion 0.54% of portfolio
17,195
Q2 2025 New
$61.7B
$925 Million 0.5% of portfolio
9,366
Q2 2025 Reduced 24.55%
$59.8B
$922 Million 0.49% of portfolio
4,505
Q2 2025 Reduced 0.95%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $187 Billion
  • Prior Value $172 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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