Western Financial Corp/CA

CIK 0001954480 · SAN DIEGO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source

Western Financial Corp/CA reported 132 positions worth $341.5M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: ARWR (19.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$341.5M
2026 Q2
Positions
132
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
52.3%
Est. Net Flow (Q)
2026 Q2
10 / 132 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1ARWRARROWHEAD PHARMACEUTICALS INSH$66.9M19.58%820,239
2EFSCENTERPRISE FINL SVCS CORPSH$37.9M11.09%575,021
3INTCINTEL CORPSH$17.9M5.23%127,847
4STXSEAGATE TECHNOLOGY HLDNGS PLSH$9.3M2.72%9,634
5LRCXLAM RESEARCH CORPSH$9.0M2.64%20,810
6AMATAPPLIED MATLS INCSH$8.6M2.52%11,908
7GEVGE VERNOVA INCSH$8.2M2.41%6,994
8CATCATERPILLAR INCSH$7.5M2.20%7,055
9WFCWELLS FARGO & COSH$7.3M2.15%88,892
10BNYBANK OF NY MELLON CORPSH$6.1M1.80%42,434

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Western Financial Corp/CA hold as of Q2 2026?

Western Financial Corp/CA reported 132 positions worth $341.5M in its Q2 2026 13F filing. Largest positions: ARWR (19.6%), EFSC (11.1%), INTC (5.2%), STX (2.7%) and LRCX (2.6%).

What did Western Financial Corp/CA buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Western Financial Corp/CA sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.