EverSource Wealth Advisors
WABC icon

EverSource Wealth Advisors’s Westamerica Bancorp WABC Stock Holding History

EverSource Wealth 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 		$51.5K Sell
877
-336
-28% -$18.6K ﹤0.01% 1766
2026
Q1 		$63.3K Buy
1,213
+42
+4% +$2.13K ﹤0.01% 1730
2025
Q4 		$56K Buy
1,171
+194
+20% +$9.3K ﹤0.01% 1670
2025
Q3 		$48.8K Buy
977
+123
+14% +$6.09K ﹤0.01% 1726
2025
Q2 		$41.4K Buy
854
+666
+354% +$31.9K ﹤0.01% 1745
2025
Q1 		$9.52K Buy
188
+98
+109% +$4.99K ﹤0.01% 2136
2024
Q4 		$4.72K Buy
90
+3
+3% +$161 ﹤0.01% 2370
2024
Q3 		$4.3K Hold
87
– – ﹤0.01% 2281
2024
Q2 		$4.7K Hold
87
– – ﹤0.01% 2241
2024
Q1 		$4.05K Hold
87
– – ﹤0.01% 2141
2023
Q4 		$4.91K Hold
87
– – ﹤0.01% 1869
2023
Q3 		$3.76K Hold
87
– – ﹤0.01% 1813
2023
Q2 		$3.33K Buy
+87
New +$3.48K ﹤0.01% 1887

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's WABC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Westamerica Bancorp (WABC) stake by 28% in Q2 2026, selling an estimated $18.6K and leaving 877 shares worth $51.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

EverSource Wealth Advisors first reported a position in WABC in Q2 2023 and has held it in 13 quarters since. The position peaked at $63.3K in Q1 2026. 214 funds tracked by Wall St. Rank hold WABC as of Q2 2026.

  • EverSource Wealth Advisors held 877 shares of Westamerica Bancorp worth $51.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 336 Westamerica Bancorp shares in Q2 2026, an estimated $18.6K.
  • Westamerica Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1766 holding.
  • EverSource Wealth Advisors first reported a position in Westamerica Bancorp in Q2 2023 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's Westamerica Bancorp position peaked at $63.3K in Q1 2026.
  • 214 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.