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 Q3	–	Sell	-394	Closed	-$3.2K	–	2795
2026 Q2	$3.2K	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%	+$84.6K	﹤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 $204M AUM 38.91% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

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

Piedmont Capital Management (North Carolina) Greensboro, North Carolina $168M AUM 22.46% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

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 Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Blue Trust Inc's WEST Position: Q3 2026 in Review

Blue Trust Inc sold out of Westrock Coffee (WEST) in Q3 2026, closing a stake of 394 shares — an estimated $3.2K sold.

Blue Trust Inc first reported a position in WEST in Q3 2023 and held it in 11 quarters. The position peaked at $114K in Q3 2024. 21 funds tracked by Wall St. Rank hold WEST as of Q3 2026.

Blue Trust Inc reported no remaining Westrock Coffee position as of Q3 2026 after selling out during the quarter.
Blue Trust Inc sold 394 Westrock Coffee shares in Q3 2026, an estimated $3.2K.
Blue Trust Inc first reported a position in Westrock Coffee in Q3 2023 and held it in 11 quarters.
Blue Trust Inc's Westrock Coffee position peaked at $114K in Q3 2024.
21 funds tracked by Wall St. Rank held Westrock Coffee as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.