Blue Trust Inc’s Westrock Coffee WEST Stock Holding History

Blue Trust Inc’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	$3.19K	Hold	394	–	–	﹤0.01%	2109
2026 Q1	$1.68K	Sell	394 -1,754	-82%	-$7.83K	﹤0.01%	2170
2025 Q4	$8.74K	Sell	2,148 -414	-16%	-$1.81K	﹤0.01%	1893
2025 Q3	$12.5K	Sell	2,562 -7,022	-73%	-$42.2K	﹤0.01%	1809
2025 Q2	$54.9K	Buy	9,584 +1,415	+17%	+$9.13K	﹤0.01%	1429
2025 Q1	$59K	Buy	8,169 +533	+7%	+$3.49K	﹤0.01%	1251
2024 Q4	$49K	Sell	7,636 -3,490	-31%	-$24K	﹤0.01%	1310
2024 Q3	$114K	Buy	11,126 +9,617	+637%	+$84.5K	﹤0.01%	1148
2024 Q2	$15.6K	Buy	+1,509	New	+$15.5K	﹤0.01%	1767
2024 Q1	–	Sell	-429	Closed	-$4K	–	2731
2023 Q4	$4K	Sell	429 -477	-53%	-$4.27K	﹤0.01%	1960
2023 Q3	$10K	Buy	+906	New	+$9.43K	﹤0.01%	1423

Other funds holding WEST

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

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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Blue Trust Inc's WEST Position: Q2 2026 in Review

Blue Trust Inc held its Westrock Coffee (WEST) position steady in Q2 2026 at 394 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

Blue Trust Inc first reported a position in WEST in Q3 2023 and has held it in 11 quarters since. The position peaked at $114K in Q3 2024. 24 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

Blue Trust Inc held 394 shares of Westrock Coffee worth $3.19K as of Q2 2026.
Blue Trust Inc left its Westrock Coffee share count unchanged in Q2 2026.
Westrock Coffee made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2109 holding.
Blue Trust Inc first reported a position in Westrock Coffee in Q3 2023 and has held it in 11 quarters since.
Blue Trust Inc's Westrock Coffee position peaked at $114K in Q3 2024.
24 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.