Western Financial Corp/CA - Portfolio overview

Western Financial Corp/CA has 167 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Healthcare.

Largest reported holdings by portfolio allocation

  1. ARWR - ARROWHEAD PHARMACEUTICALS IN, 17.07%
  2. EFSC - ENTERPRISE FINL SVCS CORP, 10.36%
  3. WFC - WELLS FARGO & CO, 2.59%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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