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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.37B
$54.5 Billion 21.6% of portfolio
820,239
Q3 2023 Reduced 0.01%
$1.99B
$31.2 Billion 12.37% of portfolio
577,378
Q4 2025 Reduced 0.95%
$317B
$8.99 Billion 3.57% of portfolio
96,456
Q4 2025 Reduced 0.34%
$388B
$6.66 Billion 2.64% of portfolio
31,103
Q4 2025 Added 23.65%
$328B
$6.16 Billion 2.44% of portfolio
20,012
Q4 2025 Reduced 0.12%
$342B
$5.75 Billion 2.28% of portfolio
32,335
Q4 2025 Reduced 24.34%
$143B
$5.65 Billion 2.24% of portfolio
153,010
Q4 2025 New
$163B
$4.08 Billion 1.62% of portfolio
6,057
Q4 2025 Added 15.24%
$265B
$3.82 Billion 1.51% of portfolio
4,341
Q4 2025 Reduced 2.67%
$89.3B
$3.71 Billion 1.47% of portfolio
31,973
Q4 2025 Added 0.07%
$255B
$3.65 Billion 1.45% of portfolio
9,867
Q4 2025 Reduced 1.59%
$279B
$3.63 Billion 1.44% of portfolio
32,619
Q4 2025 Added 1.25%
$115B
$3.62 Billion 1.44% of portfolio
7,725
Q4 2025 Reduced 0.23%
$971B
$3.38 Billion 1.34% of portfolio
3,146
Q4 2025 New
$91.4B
$3.39 Billion 1.34% of portfolio
21,152
Q4 2025 Added 1.37%
$268B
$3.26 Billion 1.29% of portfolio
11,418
Q4 2025 New
$1.29T
$2.66 Billion 1.06% of portfolio
5,916
Q4 2025 Added 1.6%
$55.9B
$2.6 Billion 1.03% of portfolio
90,248
Q4 2025 New
$49.1B
$2.35 Billion 0.93% of portfolio
25,017
Q4 2025 Added 333.95%
$465B
$2.32 Billion 0.92% of portfolio
12,450
Q4 2025 Added 26.45%
$139B
$2.24 Billion 0.89% of portfolio
6,481
Q4 2025 Added 90.51%
$1.37T
$2.07 Billion 0.82% of portfolio
3,135
Q4 2025 Reduced 16.4%
$6.2B
$2.02 Billion 0.8% of portfolio
22,103
Q4 2025 Reduced 0.5%
$89.8B
$1.99 Billion 0.79% of portfolio
10,696
Q4 2025 Reduced 9.92%
$64.5B
$1.99 Billion 0.79% of portfolio
7,142
Q4 2025 Added 10.57%
$174B
$1.95 Billion 0.77% of portfolio
12,119
Q4 2025 Added 1.57%
$74.1B
$1.95 Billion 0.77% of portfolio
8,593
Q4 2025 Reduced 3.77%
$19B
$1.91 Billion 0.76% of portfolio
10,145
Q4 2025 Reduced 40.57%
$72.7B
$1.91 Billion 0.76% of portfolio
1,436
Q4 2025 Reduced 4.33%
$39.1B
$1.88 Billion 0.74% of portfolio
7,329
Q4 2025 Added 2.27%
$147B
$1.88 Billion 0.74% of portfolio
19,695
Q4 2025 Added 2.73%
$73.2B
$1.85 Billion 0.73% of portfolio
545
Q4 2025 Added 0.93%
$79.6B
$1.84 Billion 0.73% of portfolio
13,583
Q4 2025 Added 59.29%
$512B
$1.68 Billion 0.67% of portfolio
2,943
Q4 2025 Added 1.1%
$269B
$1.67 Billion 0.66% of portfolio
8,241
Q4 2025 Reduced 17.19%
$53.3B
$1.52 Billion 0.6% of portfolio
5,528
Q4 2025 Reduced 22.88%
$84.4B
$1.51 Billion 0.6% of portfolio
7,380
Q4 2025 Reduced 1.36%
$266B
$1.41 Billion 0.56% of portfolio
4,745
Q4 2025 Reduced 7.22%
$72.9B
$1.39 Billion 0.55% of portfolio
4,835
Q4 2025 Reduced 0.98%
$92.7B
$1.37 Billion 0.55% of portfolio
4,432
Q4 2025 Reduced 1.23%
$6B
$1.36 Billion 0.54% of portfolio
21,185
Q4 2025 Reduced 0.93%
$59.6B
$1.33 Billion 0.53% of portfolio
6,760
Q4 2025 Reduced 0.49%
$77.2B
$1.34 Billion 0.53% of portfolio
5,545
Q4 2025 Reduced 1.47%
$61.4B
$1.29 Billion 0.51% of portfolio
3,060
Q4 2025 Reduced 10.94%
$24.4B
$1.1 Billion 0.44% of portfolio
6,829
Q4 2025 Reduced 1.22%
$4.3T
$1.1 Billion 0.44% of portfolio
4,049
Q4 2025 Reduced 0.52%
$22B
$1.1 Billion 0.43% of portfolio
20,459
Q4 2025 Reduced 1.04%
$55.3B
$1.09 Billion 0.43% of portfolio
2,731
Q4 2025 Added 0.26%
$23.1B
$1.05 Billion 0.42% of portfolio
3,683
Q4 2025 Reduced 1.58%

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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