Institutional Ownership Westrock Coffee Holdings, LLC (WEST)
This table provides information about the institutional ownership of Westrock Coffee Holdings, LLC (WEST). We have compiled data on the 138 institutions that hold shares in the stock, with a total of 32 Million shares, which have been reported (via 13F filing form) to have a value of $129 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
49
shares
|
$197
0.0% of portfolio
|
Q3 2025
Added 22.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
40
shares
|
$161
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
31
shares
|
$125
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
30
shares
|
$121
0.0% of portfolio
|
Q3 2025
Reduced 67.74%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
16
shares
|
$64
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
11
shares
|
$44
0.0% of portfolio
|
Q1 2025
Reduced 97.03%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
10
shares
|
$40
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1
shares
|
$4
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|