• 13F History

Western Financial Corp/CA

13F Filings History

Latest 13F report
Q1 2025 - Apr 23, 2025
Value $
$172M
Signature - Title
Richard S. Levenson - President, CEO & CIO
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by Western Financial Corp/CA. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Western Financial Corp/CA reported 121 stock holdings with total value $172M as of Q1 2025. Top holdings included EFSC, ARWR, WFC, NFLX, and META.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 121 $172M +$21.8M -$21.5M +$316K EFSC, ARWR, WFC, NFLX, META 13F-HR 4/23/2025, 05:13 PM
Q4 2024 127 $182M +$20.1M -$21.9M -$1.79M EFSC, ARWR, WFC, NFLX, META 13F-HR 1/23/2025, 06:00 PM
Q3 2024 120 $176M +$26.3M -$17.9M +$8.39M EFSC, ARWR, WFC, META, NFLX 13F-HR 10/21/2024, 12:31 PM
Q2 2024 116 $166M +$17.4M -$9.82M +$7.59M EFSC, ARWR, WFC, NVDA, GOVT 13F-HR 7/19/2024, 05:09 PM
Q1 2024 114 $163M +$24.3M -$16.6M +$7.76M EFSC, ARWR, WFC, GOVT, NVDA 13F-HR 4/24/2024, 09:33 AM
Q4 2023 109 $150M +$7.39M -$11.3M -$3.93M EFSC, ARWR, WFC, GOVT, SPLG 13F-HR 1/24/2024, 06:11 PM
Q3 2023 106 $136M +$14.9M -$7.46M +$7.4M EFSC, ARWR, GOVT, WFC, NVDA 13F-HR 10/19/2023, 11:29 AM
Q2 2023 107 $147M +$7.8M -$2.66M +$5.14M ARWR, EFSC, GOVT, WFC, NVDA 13F-HR 7/26/2023, 08:37 PM
Q1 2023 112 $140M +$20.5M -$9.75M +$10.7M EFSC, ARWR, GOVT, WFC, SPLG 13F-HR 4/19/2023, 08:01 PM
Q4 2022 99 $154M EFSC, ARWR, GOVT, WFC, PACW 13F-HR 1/19/2023, 08:26 PM