Cypress Wealth Services’s Westamerica Bancorp WABC Stock Holding History

Cypress Wealth Services’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	$975K	Sell	16,613 -5,162	-24%	-$286K	0.12%	134
2026 Q1	$1.14M	Hold	21,775	–	–	0.16%	105
2025 Q4	$1.04M	Hold	21,775	–	–	0.14%	114
2025 Q3	$1.09M	Hold	21,775	–	–	0.18%	95
2025 Q2	$1.05M	Hold	21,775	–	–	0.19%	93
2025 Q1	$1.1M	Hold	21,775	–	–	0.22%	82
2024 Q4	$1.14M	Hold	21,775	–	–	0.23%	76
2024 Q3	$1.08M	Hold	21,775	–	–	0.22%	75
2024 Q2	$1.06M	Hold	21,775	–	–	0.24%	74
2024 Q1	$1.06M	Hold	21,775	–	–	0.25%	76
2023 Q4	$1.23M	Hold	21,775	–	–	0.31%	66
2023 Q3	$942K	Hold	21,775	–	–	0.26%	72
2023 Q2	$937K	Hold	21,775	–	–	0.25%	77
2023 Q1	$965K	Hold	21,775	–	–	0.28%	69
2022 Q4	$1.28M	Hold	21,775	–	–	0.41%	63
2022 Q3	$1.14M	Hold	21,775	–	–	0.39%	65
2022 Q2	$1.21M	Hold	21,775	–	–	0.39%	60
2022 Q1	$1.32M	Hold	21,775	–	–	0.36%	55
2021 Q4	$1.26M	Hold	21,775	–	–	0.34%	65
2021 Q3	$1.23M	Hold	21,775	–	–	0.37%	61
2021 Q2	$1.26M	Buy	+21,775	New	+$1.36M	0.35%	63

Other funds holding WABC

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Cypress Wealth Services's WABC Position: Q2 2026 in Review

Cypress Wealth Services reduced its Westamerica Bancorp (WABC) stake by 24% in Q2 2026, selling an estimated $286K and leaving 16,613 shares worth $975K. The position accounts for 0.12% of the portfolio, ranked #134.

Cypress Wealth Services first reported a position in WABC in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.32M in Q1 2022. 17 funds tracked by Wall St. Rank hold WABC as of Q2 2026.

Cypress Wealth Services held 16,613 shares of Westamerica Bancorp worth $975K as of Q2 2026.
Cypress Wealth Services sold 5,162 Westamerica Bancorp shares in Q2 2026, an estimated $286K.
Westamerica Bancorp made up 0.12% of Cypress Wealth Services's portfolio in Q2 2026, its #134 holding.
Cypress Wealth Services first reported a position in Westamerica Bancorp in Q2 2021 and has held it in 21 quarters since.
Cypress Wealth Services's Westamerica Bancorp position peaked at $1.32M in Q1 2022.
17 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.