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Western Financial Corp/CA
Western Financial Corp/CA is an institution, managing $229.8M across 120 long positions as of Q3 2025 with EFSC as the largest holding (15% allocation).
- Portfolio Value
- $229.8M
- Positions
- 120
- Top Holding
- EFSC at 14.71%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Western Financial Corp/CA's portfolio (46.2% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Banks - Regional Financial Services | $33.8M | 14.71% | +$2.8M Bought | 1.58% 582.9K shares | |
Biotechnology Healthcare | $28.3M | 12.31% | — | 0.59% 820.2K shares | |
Banks - Diversified Financial Services | $8.1M | 3.53% | +$872.3K Bought | 0.00% 96.8K shares | |
Software - Infrastructure Technology | $7.8M | 3.39% | +$885.8K Bought | 0.00% 42.7K shares | |
Entertainment Communication Services | $6.9M | 3.01% | +$1.5M Bought | 0.00% 5.8K shares | |
Aerospace & Defense Industrials | $6.0M | 2.62% | +$467.5K Bought | 0.00% 20.0K shares | |
Semiconductors Technology | $4.1M | 1.77% | +$4.1M Bought | 0.00% 25.2K shares | |
Software - Infrastructure Technology | $3.8M | 1.65% | +$1.6M Bought | 0.00% 7.7K shares | |
Software - Application Technology | $3.8M | 1.64% | +$2.6M Bought | 0.00% 5.3K shares | |
Financial - Capital Markets Financial Services | $3.6M | 1.55% | +$687.3K Bought | 0.00% 4.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Western Financial Corp/CA's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+432.44% | |
+208.09% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Western Financial Corp/CA
GthenA