§ 13F · FUND PROFILE
Western Financial Corp/CA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $230M (13F)Positions · 120Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$42M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ARWR | ARROWHEAD PHARMACEUTICALS IN | 820K | $51M | 20.1% | ±0% |
| 2 | EFSC | ENTERPRISE FINL SVCS CORP | 577K | $31M | 12.2% | ±0% |
| 3 | WFC | WELLS FARGO & CO | 98K | $8M | 3.1% | +2% |
| 4 | INTC | INTEL CORP | 161K | $7M | 2.8% | +5% |
| 5 | GE | GE AEROSPACE | 20K | $6M | 2.2% | ±0% |
| 6 | BK | BANK NEW YORK MELLON CORP | 41K | $5M | 1.9% | +29% |
| 7 | CAT | CATERPILLAR INC | 7K | $5M | 1.9% | NEW |
| 8 | GS | GOLDMAN SACHS GROUP INC | 6K | $5M | 1.9% | +30% |
| 9 | LRCX | LAM RESEARCH CORP | 21K | $5M | 1.8% | +190% |
| 10 | GM | GENERAL MTRS CO | 60K | $4M | 1.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WESTERN SIGNAL
AC read
Western Financial Corp/CA is a Other fund managing $230 million in assets. The fund runs a portfolio of 120 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed