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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
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 $239M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Services Network's WEST Position: Q1 2026 in Review

Advisory Services Network opened a new position in Westrock Coffee (WEST) in Q1 2026: 2,000 shares worth $8.5K. The stake represents ﹤0.01% of the portfolio and ranks #3639 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in WEST as recently as Q3 2025.

Advisory Services Network first reported a position in WEST in Q3 2025 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

  • Advisory Services Network held 2,000 shares of Westrock Coffee worth $8.5K as of Q1 2026.
  • Westrock Coffee was a new Advisory Services Network position in Q1 2026.
  • Westrock Coffee made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3639 holding.
  • Advisory Services Network first reported a position in Westrock Coffee in Q3 2025 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.