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Beacon Investment Advisory Services’s Westrock Coffee WEST Stock Holding History

Beacon Investment Advisory Services’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 		$0 Hold
25
– – ﹤0.01% 849
2026
Q1 		$0 Buy
+25
New +$112 ﹤0.01% 789

Other funds holding WEST

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
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beacon Investment Advisory Services's WEST Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Westrock Coffee (WEST) position steady in Q2 2026 at 25 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Beacon Investment Advisory Services first reported a position in WEST in Q1 2026 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • Beacon Investment Advisory Services held 25 shares of Westrock Coffee worth $0 as of Q2 2026.
  • Beacon Investment Advisory Services left its Westrock Coffee share count unchanged in Q2 2026.
  • Westrock Coffee made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #849 holding.
  • Beacon Investment Advisory Services first reported a position in Westrock Coffee in Q1 2026 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.