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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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
$0
$1 Billion 0.54% of portfolio
48,850
Q2 2025 Reduced 1.36%
$0
$957 Million 0.51% of portfolio
51,160
Q2 2025 Reduced 2.32%
$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%
$657B
$920 Million 0.49% of portfolio
4,206
Q2 2025 Reduced 39.79%
$373B
$902 Million 0.48% of portfolio
2,459
Q2 2025 Reduced 2.23%
$38.6B
$872 Million 0.47% of portfolio
3,591
Q2 2025 New
$102B
$882 Million 0.47% of portfolio
1,203
Q2 2025 Reduced 6.67%
$0
$850 Million 0.46% of portfolio
43,564
Q2 2025 Added 1.68%
$124B
$845 Million 0.45% of portfolio
6,350
Q2 2025 Reduced 0.7%
$3.41T
$845 Million 0.45% of portfolio
4,119
Q2 2025 Reduced 2.37%
$0
$845 Million 0.45% of portfolio
40,876
Q2 2025 Added 1.46%
$0
$842 Million 0.45% of portfolio
42,859
Q2 2025 Added 1.94%
$103B
$767 Million 0.41% of portfolio
1,754
Q2 2025 Reduced 20.27%
$853B
$766 Million 0.41% of portfolio
2,642
Q2 2025 Added 1.46%
$91.4B
$764 Million 0.41% of portfolio
1,093
Q2 2025 Reduced 9.59%
$194B
$750 Million 0.4% of portfolio
730
Q2 2025 Reduced 4.45%
$53.4B
$739 Million 0.4% of portfolio
892
Q2 2025 New
$0
$748 Million 0.4% of portfolio
2,623
Q2 2025 New
$143B
$729 Million 0.39% of portfolio
2,732
Q2 2025 Reduced 5.7%
$70.3B
$704 Million 0.38% of portfolio
11,203
Q2 2025 New
$0
$705 Million 0.38% of portfolio
25,983
Q2 2025 Reduced 0.8%
$0
$703 Million 0.38% of portfolio
13,771
Q2 2025 Reduced 1.45%
$118B
$699 Million 0.37% of portfolio
4,670
Q2 2025 Added 5.16%
$895M
$685 Million 0.37% of portfolio
48,785
Q2 2025 Reduced 11.77%
$79.5B
$667 Million 0.36% of portfolio
3,868
Q2 2025 Added 13.46%
$2.34T
$659 Million 0.35% of portfolio
3,006
Q2 2025 Added 2.84%
$0
$634 Million 0.34% of portfolio
27,270
Q2 2025 Reduced 19.37%
Atlassian Corporation
-
$614 Million 0.33% of portfolio
-
Q2 2025 Reduced 52.94%
$0
$605 Million 0.32% of portfolio
27,548
Q2 2025 Added 2.18%
$107B
$597 Million 0.32% of portfolio
1,706
Q2 2025 Reduced 79.04%
$0
$545 Million 0.29% of portfolio
11,797
Q2 2025 Reduced 25.13%
$136B
$516 Million 0.28% of portfolio
4,655
Q2 2025 Reduced 52.99%
$574B
$513 Million 0.27% of portfolio
1,444
Q2 2025 Added 1.83%
$195B
$478 Million 0.26% of portfolio
16,511
Q2 2025 New
-
$477 Million 0.26% of portfolio
-
Q2 2025 Added 67.1%
$225B
$470 Million 0.25% of portfolio
81
Q1 2025 Added 10.96%
$1.16T
$430 Million 0.23% of portfolio
2,427
Q2 2025 Added 4.88%
$631B
$406 Million 0.22% of portfolio
835
Q2 2025 Added 3.99%
$0
$412 Million 0.22% of portfolio
4,390
Q2 2025 Reduced 0.63%
Linde PLC
-
$411 Million 0.22% of portfolio
-
Q2 2025 Added 4.4%
$53.6B
$406 Million 0.22% of portfolio
2,523
Q2 2025 Reduced 78.25%
$0
$372 Million 0.2% of portfolio
2,625
Q2 2025 Reduced 23.29%
$0
$355 Million 0.19% of portfolio
4,881
Q2 2025 Reduced 53.23%
$293B
$352 Million 0.19% of portfolio
2,458
Q2 2025 Added 0.41%
$0
$337 Million 0.18% of portfolio
5,494
Q2 2025 Reduced 18.28%

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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