Western Financial Corp/Ca Portfolio Holdings

Western Financial Corp/Ca

  • $230 Billion
  • Q3 2025

Western Financial Corp/Ca has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $230 Billion distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Enterprise Financial Services Corp with a value of $33.8B, Arrowhead Pharmaceuticals, Inc. with a value of $28.3B, Wells Fargo & Company with a value of $8.11B, Palantir Technologies Inc. with a value of $7.8B, and Netflix Inc with a value of $6.91B.

Examining the 13F form we can see an increase of $43.2B in the current position value, from $187B to 230B.

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 $230 Billion
Financial Services: $65.5 Billion
Technology: $38.7 Billion
Healthcare: $35 Billion
Industrials: $21.7 Billion
Communication Services: $20 Billion
ETFs: $19.3 Billion
Consumer Cyclical: $13.2 Billion
Consumer Defensive: $6.83 Billion
Other: $5.98 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$92.7B
$1.17 Billion 0.51% of portfolio
4,487
Q3 2025 Added 0.76%
$23.1B
$1.16 Billion 0.5% of portfolio
3,742
Q3 2025 Added 10.48%
$22B
$1.13 Billion 0.49% of portfolio
20,674
Q3 2025 Added 20.23%
$139B
$1.12 Billion 0.49% of portfolio
3,402
Q3 2025 Reduced 17.59%
$24.4B
$1.11 Billion 0.48% of portfolio
6,913
Q3 2025 Added 0.23%
$39.2B
$1.08 Billion 0.47% of portfolio
6,434
Q3 2025 Added 4.48%
$79.6B
$1.06 Billion 0.46% of portfolio
8,527
Q3 2025 Reduced 8.96%
$4.3T
$1.04 Billion 0.45% of portfolio
4,070
Q3 2025 Reduced 1.19%
$40.4B
$980 Million 0.43% of portfolio
7,729
Q3 2025 Added 8.01%
$0
$990 Million 0.43% of portfolio
48,146
Q3 2025 Reduced 1.44%
$121B
$951 Million 0.41% of portfolio
1,231
Q3 2025 Added 2.33%
$0
$952 Million 0.41% of portfolio
50,621
Q3 2025 Reduced 1.05%
$593B
$887 Million 0.39% of portfolio
3,153
Q3 2025 Reduced 25.04%
$0
$863 Million 0.38% of portfolio
41,724
Q3 2025 Added 2.07%
$0
$869 Million 0.38% of portfolio
44,431
Q3 2025 Added 1.99%
$61.4B
$863 Million 0.38% of portfolio
4,236
Q3 2025 Reduced 5.97%
$103B
$819 Million 0.36% of portfolio
6,301
Q3 2025 Reduced 0.77%
$172B
$814 Million 0.35% of portfolio
18,522
Q3 2025 Added 1.41%
$1.02B
$808 Million 0.35% of portfolio
48,845
Q3 2025 Added 0.12%
$881B
$814 Million 0.35% of portfolio
2,582
Q3 2025 Reduced 2.27%
$74.3B
$777 Million 0.34% of portfolio
12,265
Q3 2025 Added 9.48%
$98.1B
$791 Million 0.34% of portfolio
4,629
Q3 2025 Reduced 0.88%
$107B
$786 Million 0.34% of portfolio
1,036
Q3 2025 Reduced 5.22%
$0
$792 Million 0.34% of portfolio
2,574
Q3 2025 Reduced 1.87%
$132B
$765 Million 0.33% of portfolio
3,097
Q3 2025 Added 13.36%
$96.9B
$731 Million 0.32% of portfolio
1,732
Q3 2025 Reduced 1.25%
$0
$712 Million 0.31% of portfolio
25,633
Q3 2025 Reduced 1.35%
$169B
$710 Million 0.31% of portfolio
771
Q3 2025 Added 5.62%
$193B
$719 Million 0.31% of portfolio
1,607
Q3 2025 Reduced 46.54%
$0
$697 Million 0.3% of portfolio
13,635
Q3 2025 Reduced 0.99%
$2.39T
$666 Million 0.29% of portfolio
3,032
Q3 2025 Added 0.86%
$0
$636 Million 0.28% of portfolio
27,111
Q3 2025 Reduced 0.58%
$0
$576 Million 0.25% of portfolio
28,199
Q3 2025 Added 2.36%
$0
$541 Million 0.24% of portfolio
11,584
Q3 2025 Reduced 1.81%
$1.74T
$536 Million 0.23% of portfolio
2,200
Q3 2025 Reduced 9.35%
$533B
$507 Million 0.22% of portfolio
1,486
Q3 2025 Added 2.91%
$181B
$508 Million 0.22% of portfolio
18,006
Q3 2025 Added 9.05%
$59.8B
$503 Million 0.22% of portfolio
2,679
Q3 2025 Added 6.18%
$404B
$501 Million 0.22% of portfolio
541
Q3 2025 Reduced 81.98%
-
$487 Million 0.21% of portfolio
-
Q3 2025 Added 1.09%
$662B
$456 Million 0.2% of portfolio
908
Q3 2025 Added 8.74%
Linde PLC
-
$471 Million 0.2% of portfolio
-
Q3 2025 Added 13.0%
$156B
$450 Million 0.2% of portfolio
4,058
Q3 2025 Reduced 12.82%
$191B
$438 Million 0.19% of portfolio
81
Q1 2025 Added 10.96%
$0
$410 Million 0.18% of portfolio
4,314
Q3 2025 Reduced 1.73%
$303B
$383 Million 0.17% of portfolio
2,468
Q3 2025 Added 0.41%
$141B
$336 Million 0.15% of portfolio
13,178
Q3 2025 Added 1.07%
$1.65T
$326 Million 0.14% of portfolio
1,340
Q3 2025 Added 0.07%
$0
$317 Million 0.14% of portfolio
1,629
Q3 2025 Reduced 9.3%

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $230 Billion
  • Prior Value $187 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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