13F Insight
DOSSIER · 13F-HR · Q2 2026

Western Financial Corp/CA

$341M in tracked AUM across 132 positions as of Q2 2026.

WF
CIK 0001954480 · last filed Jun 30, 2026
Total AUM
$341M
as of Q2 2026
Holdings
132
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Western Financial Corp/CA filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ARWR
ARROWHEAD PHARMACEUTICALS IN
$67M820K19.6%02
EFSC
ENTERPRISE FINL SVCS CORP
$38M575K11.1%03
INTC
INTEL CORP
$18M128K5.2%04
G7997R103
SEAGATE TECHNOLOGY HLDNGS PL
$9M10K2.7%05
LRCX
LAM RESEARCH CORP
$9M21K2.6%06
AMAT
APPLIED MATLS INC
$9M12K2.5%07
GEV
GE VERNOVA INC
$8M7K2.4%08
CAT
CATERPILLAR INC
$8M7K2.2%09
WFC
WELLS FARGO & CO
$7M89K2.2%10
BK
BANK OF NY MELLON CORP
$6M42K1.8%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$136M▼ 7.1%
106 positionsLocked
Showing 12 of 15