| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ENTERPRISE FINL SVCS CORP | 7 | Q2 2024 | 22.5% |
| ARROWHEAD PHARMACEUTICALS IN | 7 | Q2 2024 | 21.6% |
| WELLS FARGO CO NEW | 7 | Q2 2024 | 3.4% |
| ISHARES TR | 7 | Q2 2024 | 3.6% |
| SPDR SER TR | 7 | Q2 2024 | 1.7% |
| LILLY ELI & CO | 7 | Q2 2024 | 2.1% |
| SYNOPSYS INC | 7 | Q2 2024 | 1.2% |
| HOME DEPOT INC | 7 | Q2 2024 | 1.2% |
| OREILLY AUTOMOTIVE INC | 7 | Q2 2024 | 1.2% |
| ISHARES TR | 7 | Q2 2024 | 1.4% |
View Western Financial Corp/CA's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-20 |
View Western Financial Corp/CA's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.