Farther Finance Advisors’s Westrock Coffee WEST Stock Holding History

Farther Finance Advisors’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	$6.74K	Sell	838 -1,042	-55%	-$8.21K	﹤0.01%	4843
2026 Q2	$15.2K	Buy	1,880 +85	+5%	+$610	﹤0.01%	4155
2026 Q1	$7.67K	Buy	1,795 +720	+67%	+$3.21K	﹤0.01%	4277
2025 Q4	$4.38K	Hold	1,075	–	–	﹤0.01%	4383
2025 Q3	$5.22K	Buy	1,075 +807	+301%	+$4.85K	﹤0.01%	3744
2025 Q2	$1.54K	Buy	268 +50	+23%	+$323	﹤0.01%	3783
2025 Q1	$1.52K	Sell	218 -3	-1%	-$20	﹤0.01%	3482
2024 Q4	$1.42K	Hold	221	–	–	﹤0.01%	3136
2024 Q3	$1.44K	Buy	221 +3	+1%	+$26	﹤0.01%	3121
2024 Q2	$2.18K	Buy	+218	New	+$2.24K	﹤0.01%	2759

Other funds holding WEST

Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return

SCP

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

VCM

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's WEST Position: Q3 2026 in Review

Farther Finance Advisors reduced its Westrock Coffee (WEST) stake by 55% in Q3 2026, selling an estimated $8.21K and leaving 838 shares worth $6.74K. The position accounts for ﹤0.01% of the portfolio, ranked #4843.

Farther Finance Advisors first reported a position in WEST in Q2 2024 and has held it in 10 quarters since. The position peaked at $15.2K in Q2 2026. 13 funds tracked by Wall St. Rank hold WEST as of Q3 2026.

Farther Finance Advisors held 838 shares of Westrock Coffee worth $6.74K as of Q3 2026.
Farther Finance Advisors sold 1,042 Westrock Coffee shares in Q3 2026, an estimated $8.21K.
Westrock Coffee made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4843 holding.
Farther Finance Advisors first reported a position in Westrock Coffee in Q2 2024 and has held it in 10 quarters since.
Farther Finance Advisors's Westrock Coffee position peaked at $15.2K in Q2 2026.
13 funds tracked by Wall St. Rank held Westrock Coffee as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.