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Advisory Services Network’s Westrock Coffee WEST Stock Holding History

Advisory Services Network’s Portfolio WEST Stock Details WEST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,000
Closed -$8.5K – 4588
2026
Q1 		$8.5K Buy
+2,000
New +$8.93K ﹤0.01% 3639
2025
Q4 		– Sell
-16
Closed -$78 – 4213
2025
Q3 		$78 Buy
+16
New +$96 ﹤0.01% 4408

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $297M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NI
NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $159M AUM

Advisory Services Network's WEST Position: Q2 2026 in Review

Advisory Services Network sold out of Westrock Coffee (WEST) in Q2 2026, closing a stake of 2,000 shares — an estimated $8.5K sold.

Advisory Services Network first reported a position in WEST in Q3 2025 and held it in 2 quarters. The position peaked at $8.5K in Q1 2026. 149 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • Advisory Services Network reported no remaining Westrock Coffee position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 2,000 Westrock Coffee shares in Q2 2026, an estimated $8.5K.
  • Advisory Services Network first reported a position in Westrock Coffee in Q3 2025 and held it in 2 quarters.
  • Advisory Services Network's Westrock Coffee position peaked at $8.5K in Q1 2026.
  • 149 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.