Clearstead Advisors
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Clearstead Advisors’s Westamerica Bancorp WABC Stock Holding History

Clearstead Advisors’s Portfolio WABC Stock Details WABC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.11K Sell
19
-1
-5% -$59 ﹤0.01% 2632
2026
Q2 		$1.17K Buy
+20
New +$1.11K ﹤0.01% 2645
2026
Q1 		– Sell
-9
Closed -$431 – 2847
2025
Q4 		$431 Sell
9
-199
-96% -$9.5K ﹤0.01% 2324
2025
Q3 		$10.4K Buy
208
+55
+36% +$2.72K ﹤0.01% 1921
2025
Q2 		$7.41K Buy
+153
New +$7.33K ﹤0.01% 1987

Other funds holding WABC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Clearstead Advisors's WABC Position: Q3 2026 in Review

Clearstead Advisors reduced its Westamerica Bancorp (WABC) stake by 5% in Q3 2026, selling an estimated $59 and leaving 19 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2632.

Clearstead Advisors first reported a position in WABC in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.4K in Q3 2025. 122 funds tracked by Wall St. Rank hold WABC as of Q3 2026.

  • Clearstead Advisors held 19 shares of Westamerica Bancorp worth $1.11K as of Q3 2026.
  • Clearstead Advisors sold 1 Westamerica Bancorp share in Q3 2026, an estimated $59.
  • Westamerica Bancorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #2632 holding.
  • Clearstead Advisors first reported a position in Westamerica Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's Westamerica Bancorp position peaked at $10.4K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.