WESTERN FINANCIAL Corp

13F Portfolio Filings

Latest 13F report
Q3 2022 - Nov 4, 2022
Value $
$143M
Signature - Title
Richard S. Levenson - President, CEO & CIO
Location
600 "B" Street Ste. 2204, San Diego, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2022 93 $143M +$16.7M -$10.6M +$6.09M EFSC, ARWR, GOVT, WFC, PACW 13F-HR 11/3/2022, 06:28 PM
Q2 2022 92 $141M +$12.4M -$18.6M -$6.2M EFSC, ARWR, GOVT, WFC, PACW 13F-HR 7/21/2022, 08:28 PM
Q1 2022 92 $172M +$28.5M -$23.9M +$4.54M EFSC, ARWR, GOVT, WFC, PACW 13F-HR 4/21/2022, 08:03 PM
Q4 2021 86 $191M +$17.4M -$6.14M +$11.3M ARWR, EFSC, MBB, PACW, WFC 13F-HR 1/19/2022, 01:57 PM
Q3 2021 88 $169M +$11.2M -$10.8M +$375K ARWR, EFSC, MBB, PACW, WFC 13F-HR 10/22/2021, 07:14 AM
Q2 2021 92 $185M +$15M -$10.1M +$4.94M ARWR, EFSC, IGSB, MBB, WFC 13F-HR 7/16/2021, 05:05 PM
Q1 2021 85 $164M +$13.6M -$10.6M +$3.05M ARWR, EFSC, MBB, PACW, WFC 13F-HR 4/27/2021, 09:44 AM
Q4 2020 79 $152M $0 $0 ARWR, EFSC, MBB, HYG, WFC 13F-HR 2/2/2021, 07:54 PM