Western Financial Corp/CA
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 341,484
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 132 | 341,484 | 13F-HR | Western Financial Corp/CA |
| Q1 2026 | 4/22/2026 | 127 | 255,475 | 13F-HR | Western Financial Corp/CA |
| Q4 2025 | 1/21/2026 | 113 | 252,146 | 13F-HR | Western Financial Corp/CA |
| Q3 2025 | 10/21/2025 | 120 | 229,793 | 13F-HR | Western Financial Corp/CA |
| Q2 2025 | 7/17/2025 | 122 | 186,581 | 13F-HR | Western Financial Corp/CA |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 320.2 K | 93.8% | 84.56 K | 0 | 84.56 K |
| ETFs | 20.63 K | 6.0% | 1.41 K | 0 | 1.41 K |
| Debt | 699 | 0.2% | 35 | 0 | 35 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
341,484
Holdings
132
QoQ value change ($000)
86,009
(33.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.