13F Filings History of Western Financial Corp/CA

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$252,146,188
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/CA. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Western Financial Corp/CA reported 113 stock holdings with total value $252,146,188 as of Q4 2025. Top holdings included ARWR, EFSC, WFC, AMD, and GE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 113 $252,146,188 +$28,053,922 -$23,991,966 +$4,061,956 ARWR, EFSC, WFC, AMD, GE 13F-HR 20 Jan 2026, 21:26
Q3 2025 120 $229,793,004 +$34,870,611 -$15,243,676 +$19,626,935 EFSC, ARWR, WFC, PLTR, NFLX 13F-HR 21 Oct 2025, 17:14
Q2 2025 122 $186,581,063 +$28,228,593 -$32,416,131 -$4,187,538 EFSC, ARWR, WFC, NFLX, PLTR 13F-HR 16 Jul 2025, 17:54
Q1 2025 121 $172,113,777 +$21,781,279 -$21,465,304 +$315,975 EFSC, ARWR, WFC, NFLX, META 13F-HR 23 Apr 2025, 17:13
Q4 2024 127 $181,985,668 +$20,063,770 -$21,853,010 -$1,789,240 EFSC, ARWR, WFC, NFLX, META 13F-HR 23 Jan 2025, 18:00
Q3 2024 120 $176,233,775 +$26,330,024 -$17,942,210 +$8,387,814 EFSC, ARWR, WFC, META, NFLX 13F-HR 21 Oct 2024, 12:31
Q2 2024 116 $165,557,645 +$17,414,334 -$9,824,454 +$7,589,880 EFSC, ARWR, WFC, NVDA, GOVT 13F-HR 19 Jul 2024, 17:09
Q1 2024 114 $163,184,844 +$24,327,658 -$16,563,108 +$7,764,550 EFSC, ARWR, WFC, GOVT, NVDA 13F-HR 24 Apr 2024, 09:33
Q4 2023 109 $149,517,663 +$7,388,568 -$11,318,175 -$3,929,607 EFSC, ARWR, WFC, GOVT, SPLG 13F-HR 24 Jan 2024, 18:11
Q3 2023 106 $136,369,813 +$14,862,031 -$16,806,122 -$1,944,091 EFSC, ARWR, GOVT, WFC, NVDA 13F-HR 19 Oct 2023, 11:29
Q2 2023 107 $146,778,737 +$7,802,441 -$9,504,619 -$1,702,178 ARWR, EFSC, GOVT, WFC, NVDA 13F-HR 26 Jul 2023, 20:37
Q1 2023 112 $140,487,082 +$20,470,031 -$18,607,939 +$1,862,092 EFSC, ARWR, GOVT, WFC, SPLG 13F-HR 19 Apr 2023, 20:01
Q4 2022 99 $154,306,239 $0 $0 $0 EFSC, ARWR, GOVT, WFC, PACW 13F-HR 19 Jan 2023, 21:26