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 Market Cap. of $10 Billions to $200 Billions
