AAS
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Ameritas Advisory Services’s Westamerica Bancorp WABC Stock Holding History

Ameritas Advisory Services’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
2025
Q3 		– Sell
-503
Closed -$24.4K – 2928
2025
Q2 		$24.4K Sell
503
-4,908
-91% -$235K ﹤0.01% 1656
2025
Q1 		$274K Buy
5,411
+43
+0.8% +$2.19K 0.01% 727
2024
Q4 		$282K Buy
5,368
+37
+0.7% +$1.98K 0.01% 741
2024
Q3 		$263K Buy
5,331
+41
+0.8% +$2.08K 0.01% 721
2024
Q2 		$257K Buy
5,290
+42
+0.8% +$2.01K 0.01% 780
2024
Q1 		$257K Buy
+5,248
New +$255K 0.01% 747
2023
Q4 		– Sell
-5,163
Closed -$223K – 849
2023
Q3 		$223K Buy
+5,163
New +$231K 0.01% 720
2023
Q2 		– Sell
-5,072
Closed -$208K – 2494
2023
Q1 		$208K Buy
5,072
+125
+3% +$6.72K 0.01% 757
2022
Q4 		$292K Buy
4,947
+435
+10% +$25.6K 0.01% 721
2022
Q3 		$236K Buy
4,512
+31
+0.7% +$1.77K 0.01% 665
2022
Q2 		$249K Buy
4,481
+33
+0.7% +$1.93K 0.01% 684
2022
Q1 		$269K Buy
4,448
+30
+0.7% +$1.79K 0.01% 699
2021
Q4 		$255K Buy
+4,418
New +$249K 0.01% 704

Other funds holding WABC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameritas Advisory Services's WABC Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Westamerica Bancorp (WABC) in Q3 2025, closing a stake of 503 shares — an estimated $24.4K sold.

Ameritas Advisory Services first reported a position in WABC in Q4 2021 and held it in 13 quarters. The position peaked at $292K in Q4 2022. 216 funds tracked by Wall St. Rank hold WABC as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Westamerica Bancorp position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 503 Westamerica Bancorp shares in Q3 2025, an estimated $24.4K.
  • Ameritas Advisory Services first reported a position in Westamerica Bancorp in Q4 2021 and held it in 13 quarters.
  • Ameritas Advisory Services's Westamerica Bancorp position peaked at $292K in Q4 2022.
  • 216 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.