Allworth Financial
WEST icon

Allworth Financial’s Westrock Coffee WEST Stock Holding History

Allworth Financial’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 		$10.6K Buy
1,302
+1,043
+403% +$7.49K ﹤0.01% 3681
2026
Q1 		$1.1K Sell
259
-35
-12% -$156 ﹤0.01% 4545
2025
Q4 		$1.2K Buy
294
+175
+147% +$766 ﹤0.01% 4310
2025
Q3 		$579 Buy
+119
New +$716 ﹤0.01% 4398
2025
Q2 		– Sell
-95
Closed -$545 – 4678
2025
Q1 		$545 Buy
95
+50
+111% +$328 ﹤0.01% 3651
2024
Q4 		$289 Buy
+45
New +$309 ﹤0.01% 3718

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $297M AUM
SG
Stephens Group Little Rock, Arkansas $204M AUM 38.91% 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
Brown Brothers Harriman & Co
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 $351M AUM 24.63% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $159M AUM

Allworth Financial's WEST Position: Q2 2026 in Review

Allworth Financial increased its Westrock Coffee (WEST) stake by 403% in Q2 2026, buying an estimated $7.49K and bringing the position to 1,302 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3681.

Allworth Financial first reported a position in WEST in Q4 2024 and has held it in 6 quarters since. 148 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • Allworth Financial held 1,302 shares of Westrock Coffee worth $10.6K as of Q2 2026.
  • Allworth Financial bought 1,043 Westrock Coffee shares in Q2 2026, an estimated $7.49K.
  • Westrock Coffee made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3681 holding.
  • Allworth Financial first reported a position in Westrock Coffee in Q4 2024 and has held it in 6 quarters since.
  • 148 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.