Bank of America
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Bank of America’s Westrock Coffee WEST Stock Holding History

Bank of America’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 		$297K Buy
69,801
+1,477
+2% +$6.59K ﹤0.01% 5161
2025
Q4 		$278K Buy
68,324
+6,361
+10% +$27.8K ﹤0.01% 5188
2025
Q3 		$301K Buy
61,963
+13,735
+28% +$82.6K ﹤0.01% 6082
2025
Q2 		$276K Sell
48,228
-14,506
-23% -$93.6K ﹤0.01% 6029
2025
Q1 		$453K Sell
62,734
-13,667
-18% -$89.5K ﹤0.01% 5711
2024
Q4 		$490K Buy
76,401
+33,212
+77% +$228K ﹤0.01% 5547
2024
Q3 		$281K Sell
43,189
-4,554
-10% -$40K ﹤0.01% 5847
2024
Q2 		$488K Buy
47,743
+24,817
+108% +$255K ﹤0.01% 5360
2024
Q1 		$237K Sell
22,926
-17,088
-43% -$172K ﹤0.01% 5802
2023
Q4 		$409K Buy
40,014
+22,976
+135% +$206K ﹤0.01% 5630
2023
Q3 		$151K Buy
17,038
+12,125
+247% +$126K ﹤0.01% 6055
2023
Q2 		$53.4K Sell
4,913
-18,706
-79% -$217K ﹤0.01% 6440
2023
Q1 		$289K Buy
23,619
+13,374
+131% +$165K ﹤0.01% 5726
2022
Q4 		$137K Buy
10,245
+10,215
+34,050% +$122K ﹤0.01% 6114
2022
Q3 		$0 Buy
+30
New +$318 ﹤0.01% 8228

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

Bank of America's WEST Position: Q1 2026 in Review

Bank of America increased its Westrock Coffee (WEST) stake by 2.2% in Q1 2026, buying an estimated $6.59K and bringing the position to 69,801 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #5161.

Bank of America first reported a position in WEST in Q3 2022 and has held it in 15 quarters since. The position peaked at $490K in Q4 2024. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

  • Bank of America held 69,801 shares of Westrock Coffee worth $297K as of Q1 2026.
  • Bank of America bought 1,477 Westrock Coffee shares in Q1 2026, an estimated $6.59K.
  • Westrock Coffee made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5161 holding.
  • Bank of America first reported a position in Westrock Coffee in Q3 2022 and has held it in 15 quarters since.
  • Bank of America's Westrock Coffee position peaked at $490K in Q4 2024.
  • 130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.