Superior Planning, LLC’s Westamerica Bancorp WABC Stock Holding History

Superior Planning, LLC’s Portfolio WABC Stock Details WABC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.22K	Buy	+38	New	+$2.26K	﹤0.01%	1526

Other funds holding WABC

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Superior Planning, LLC's WABC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Westamerica Bancorp (WABC) in Q3 2026: 38 shares worth $2.22K. The stake represents ﹤0.01% of the portfolio and ranks #1526 among its holdings.

150 funds tracked by Wall St. Rank hold WABC as of Q3 2026.

Superior Planning, LLC held 38 shares of Westamerica Bancorp worth $2.22K as of Q3 2026.
Westamerica Bancorp was a new Superior Planning, LLC position in Q3 2026.
Westamerica Bancorp made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1526 holding.
150 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.