BIAS
WEST icon

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
Q3 		$0 Hold
25
– – ﹤0.01% 862
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 $204M AUM 38.91% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Beacon Investment Advisory Services's WEST Position: Q3 2026 in Review

Beacon Investment Advisory Services held its Westrock Coffee (WEST) position steady in Q3 2026 at 25 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Beacon Investment Advisory Services first reported a position in WEST in Q1 2026 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold WEST as of Q3 2026.

  • Beacon Investment Advisory Services held 25 shares of Westrock Coffee worth $0 as of Q3 2026.
  • Beacon Investment Advisory Services left its Westrock Coffee share count unchanged in Q3 2026.
  • Westrock Coffee made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #862 holding.
  • Beacon Investment Advisory Services first reported a position in Westrock Coffee in Q1 2026 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Westrock Coffee as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.