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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
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% -$9.54K ﹤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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return

Clearstead Advisors's WABC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Westamerica Bancorp (WABC) in Q2 2026: 20 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #2645 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in WABC as recently as Q4 2025.

Clearstead Advisors first reported a position in WABC in Q2 2025 and has held it in 4 quarters since. The position peaked at $10.4K in Q3 2025. 215 funds tracked by Wall St. Rank hold WABC as of Q2 2026.

  • Clearstead Advisors held 20 shares of Westamerica Bancorp worth $1.17K as of Q2 2026.
  • Westamerica Bancorp was a new Clearstead Advisors position in Q2 2026.
  • Westamerica Bancorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2645 holding.
  • Clearstead Advisors first reported a position in Westamerica Bancorp in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Westamerica Bancorp position peaked at $10.4K in Q3 2025.
  • 215 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.