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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
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 $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

Allworth Financial's WEST Position: Q1 2026 in Review

Allworth Financial reduced its Westrock Coffee (WEST) stake by 12% in Q1 2026, selling an estimated $156 and leaving 259 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4545.

Allworth Financial first reported a position in WEST in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.2K in Q4 2025. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

  • Allworth Financial held 259 shares of Westrock Coffee worth $1.1K as of Q1 2026.
  • Allworth Financial sold 35 Westrock Coffee shares in Q1 2026, an estimated $156.
  • Westrock Coffee made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4545 holding.
  • Allworth Financial first reported a position in Westrock Coffee in Q4 2024 and has held it in 5 quarters since.
  • Allworth Financial's Westrock Coffee position peaked at $1.2K in Q4 2025.
  • 130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.