13F Filings History of WESTERN FINANCIAL Corp

Latest 13F report
Q3 2022 - 04 Nov 2022
Value $
$142,999,000
Signature - Title
Richard S. Levenson - President, CEO & CIO
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by WESTERN FINANCIAL Corp. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WESTERN FINANCIAL Corp reported 93 stock holdings with total value $142,999,000 as of Q3 2022. Top holdings included EFSC, ARWR, GOVT, WFC, and PACW.

Notify me when WESTERN FINANCIAL Corp files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2022 93 $142,999,000 +$16,665,838 -$10,575,439 +$6,090,399 EFSC, ARWR, GOVT, WFC, PACW 13F-HR 03 Nov 2022, 18:28
Q2 2022 92 $140,711,000 +$12,355,131 -$18,552,370 -$6,197,239 EFSC, ARWR, GOVT, WFC, PACW 13F-HR 21 Jul 2022, 20:28
Q1 2022 92 $172,273,000 +$28,456,335 -$23,911,742 +$4,544,593 EFSC, ARWR, GOVT, WFC, PACW 13F-HR 21 Apr 2022, 20:03
Q4 2021 86 $190,578,000 +$17,404,019 -$6,138,571 +$11,265,448 ARWR, EFSC, MBB, PACW, WFC 13F-HR 19 Jan 2022, 13:57
Q3 2021 88 $168,618,000 +$11,178,326 -$10,802,986 +$375,340 ARWR, EFSC, MBB, PACW, WFC 13F-HR 22 Oct 2021, 07:14
Q2 2021 92 $185,076,000 +$15,037,462 -$10,096,545 +$4,940,917 ARWR, EFSC, IGSB, MBB, WFC 13F-HR 16 Jul 2021, 17:05
Q1 2021 85 $163,733,000 +$13,625,072 -$10,570,074 +$3,054,998 ARWR, EFSC, MBB, PACW, WFC 13F-HR 27 Apr 2021, 09:44
Q4 2020 79 $152,130,000 $0 $0 $0 ARWR, EFSC, MBB, HYG, WFC 13F-HR 02 Feb 2021, 19:54