Western Financial Corp/Ca Portfolio Holdings

Western Financial Corp/Ca

  • $252 Billion
  • Q4 2025

Western Financial Corp/Ca has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $252 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Arrowhead Pharmaceuticals, Inc. with a value of $54.5B, Enterprise Financial Services Corp with a value of $31.2B, Wells Fargo & Company with a value of $8.99B, Advanced Micro Devices Inc with a value of $6.66B, and General Electric CO with a value of $6.16B.

Examining the 13F form we can see an increase of $22.4B in the current position value, from $230B to 252B.

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 $252 Billion
Financial Services: $64.6 Billion
Healthcare: $63.6 Billion
Technology: $45.6 Billion
ETFs: $18.3 Billion
Industrials: $17.7 Billion
Communication Services: $16.5 Billion
Consumer Cyclical: $12.5 Billion
Consumer Defensive: $3.63 Billion
Other: $4.7 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$584 Million 0.23% of portfolio
28,866
Q4 2025 Added 2.37%
$0
$228 Million 0.09% of portfolio
24,032
Q4 2025 Added 2.53%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $252 Billion
  • Prior Value $230 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 9 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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