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
$0
$344 Million 0.18% of portfolio
6,589
Q2 2025 Reduced 21.09%
$0
$342 Million 0.18% of portfolio
6,018
Q2 2025 Reduced 17.05%
$0
$328 Million 0.18% of portfolio
1,796
Q2 2025 Added 1.87%
$0
$309 Million 0.17% of portfolio
4,414
Q2 2025 Reduced 19.29%
$0
$319 Million 0.17% of portfolio
5,853
Q2 2025 Reduced 2.43%
$0
$310 Million 0.17% of portfolio
21,960
Q2 2025 Reduced -0.0%
$0
$325 Million 0.17% of portfolio
2,951
Q2 2025 Reduced 11.75%
$0
$314 Million 0.17% of portfolio
1,997
Q2 2025 Reduced 19.22%
$136B
$316 Million 0.17% of portfolio
13,038
Q2 2025 Added 1.08%
$0
$326 Million 0.17% of portfolio
5,142
Q2 2025 Added 41.11%
Blackrock ETF Trust Ii
-
$298 Million 0.16% of portfolio
-
Q2 2025 Reduced 1.07%
$0
$290 Million 0.16% of portfolio
2,362
Q2 2025 New
$3.8T
$275 Million 0.15% of portfolio
552
Q1 2025 Reduced 60.85%
$153B
$258 Million 0.14% of portfolio
2,241
Q2 2025 Reduced 0.18%
$1.07T
$236 Million 0.13% of portfolio
1,339
Q1 2025 Added 0.07%
$724B
$242 Million 0.13% of portfolio
311
Q2 2025 Reduced 77.51%
$0
$230 Million 0.12% of portfolio
4,495
Q2 2025 New
$0
$204 Million 0.11% of portfolio
22,962
Q2 2025 Added 12.17%
$0
$208 Million 0.11% of portfolio
3,471
Q2 2025 New
$71.4B
$76.7 Million 0.04% of portfolio
13,788
Q2 2025 New
$143B
$83.7 Million 0.04% of portfolio
10,080
Q2 2025 New

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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