Western Financial Corp/CA
Western Financial Corp/CA reported 136 stocks worth $300M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are ARWR (17.9%), EFSC (11.2%) and PLTR (2.9%). Compared with Q2 2026, the fund opened new positions in FTNT, UNP and UNH, added to PLTR, AAPL and PANW, trimmed EFSC, BNY and GM and sold out of WDC, TXN and FANG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ARWR Arrowhead Pharmaceuticals in | $53.7M | 17.9% | 820K | No change | 8 of 8 | |
| 2 |  EFSC Enterprise Finl Svcs Corp | $33.8M | 11.2% | 573K | −2,488 (−0%) | 8 of 8 | |
| 3 |  PLTR Palantir Technologies Inc | $8.7M | 2.9% | 47K | +44K (+1747%) | 8 of 8 | |
| 4 |  WFC Wells Fargo Co New | $7.1M | 2.4% | 89K | No change | 8 of 8 | |
| 5 |  AAPL Apple Inc | $7.1M | 2.4% | 21K | +15K (+244%) | 8 of 8 | |
| 6 |  BNY Bank New York Mellon Corp | $5.9M | 2.0% | 41K | −1,353 (−3%) | 8 of 8 | |
| 7 |  PANW Palo Alto Networks Inc | $5.7M | 1.9% | 14K | +14K (+2114%) | 7 of 8 | |
| 8 |  FTNT Fortinet Inc | $5.7M | 1.9% | 32K | New position | 2 of 8 | |
| 9 |  JNJ Johnson & Johnson | $5.1M | 1.7% | 19K | +632 (+3%) | 3 of 8 | |
| 10 |  MRK Merck & Co Inc | $5M | 1.7% | 35K | +29K (+531%) | 3 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 WDC Western Digital Corp | $5.5M | 8,556 |
 TXN Texas Instrs Inc | $4.5M | 15K |
WARNER BROS DISCOVERY IN | $2.9M | 110K |
 FANG Diamondback Energy Inc | $2.6M | 15K |
 TER Teradyne Inc | $2.1M | 4,241 |
🔒 Free account: see all 24.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Western Financial Corp/CA 13F FAQ
What does Western Financial Corp/CA own?
Western Financial Corp/CA reported 136 stocks worth $300M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are ARWR (17.9%), EFSC (11.2%) and PLTR (2.9%). The table above lists every position in the filing (the top 10 without an account).
What did Western Financial Corp/CA buy and sell in Q3 2026?
Compared with Q2 2026: 28 new positions, 46 added to, 50 trimmed and 24 sold out. New positions include FTNT, UNP and UNH. It sold all of WDC, TXN and FANG.
When will Western Financial Corp/CA file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Western Financial Corp/CA's portfolio worth?
The Q3 2026 filing reports $300M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.