13F Insight
DOSSIER · 13F-HR · Q3 2026

Western Financial Corp/CA

$300M in tracked AUM across 136 positions as of Q3 2026.

WF
CIK 0001954480 · last filed Sep 30, 2026
Total AUM
$300M
as of Q3 2026
Holdings
136
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Western Financial Corp/CA filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
ARWR
ARROWHEAD PHARMACEUTICALS IN
$54M820K17.9%02
EFSC
ENTERPRISE FINL SVCS CORP
$34M573K11.2%03
PLTR
PALANTIR TECHNOLOGIES INC
$9M47K2.9%04
WFC
WELLS FARGO & CO
$7M89K2.4%05
AAPL
APPLE INC
$7M21K2.4%06
BK
BANK OF NY MELLON CORP
$6M41K2.0%07
PANW
PALO ALTO NETWORKS INC
$6M14K1.9%08
34959E109
FORTINET INC
$6M32K1.9%09
JNJ
JOHNSON & JOHNSON
$5M19K1.7%10
MRK
MERCK & CO INC
$5M35K1.7%

Filing history

2026Q3Sep 30
$300M▼ 12.0%
136 positionsView →2026Q2Jun 30
$341M▲ 33.7%
132 positionsView →2026Q1Mar 31
$255M▲ 1.3%
127 positionsView →2025Q4Dec 31
$252M▲ 100.1%
113 positionsView →2025Q3Sep 30
$126M▼ 32.5%
75 positionsLocked2025Q2Jun 30
$187M▲ 8.4%
122 positionsLocked2025Q1Mar 31
$172M▼ 5.4%
121 positionsLocked2024Q4Dec 31
$182M▲ 3.3%
127 positionsLocked2024Q3Sep 30
$176M▲ 6.4%
120 positionsLocked2024Q2Jun 30
$166M▲ 1.5%
116 positionsLocked2024Q1Mar 31
$163M▲ 9.1%
114 positionsLocked2023Q4Dec 31
$150M▲ 9.6%
109 positionsLocked
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