Western Financial Corp/CA
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 255,475
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 235.6 K | 92.2% | 0 | 8.308 K | -8.308 K |
| ETFs | 19.22 K | 7.5% | 12.85 K | 0 | 12.85 K |
| Debt | 664 | 0.3% | 0 | 30 | -30 |
| Other | 0 | 0.0% | 0 | 1.182 K | -1.182 K |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
255,475
Holdings
127
QoQ value change ($000)
3,329
(1.3%)
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.