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Financial Advocates Investment Management’s Westamerica Bancorp WABC Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-8,893
Closed -$431K – 593
2025
Q2 		$431K Buy
8,893
+7
+0.1% +$335 0.04% 397
2025
Q1 		$450K Buy
8,886
+6
+0.1% +$306 0.03% 449
2024
Q4 		$466K Buy
8,880
+41
+0.5% +$2.19K 0.03% 471
2024
Q3 		$437K Sell
8,839
-2,251
-20% -$114K 0.02% 498
2024
Q2 		$538K Buy
11,090
+57
+0.5% +$2.73K 0.03% 419
2024
Q1 		$539K Sell
11,033
-2,751
-20% -$133K 0.03% 439
2023
Q4 		$778K Buy
13,784
+81
+0.6% +$4.01K 0.05% 336
2023
Q3 		$593K Buy
13,703
+88
+0.6% +$3.93K 0.04% 372
2023
Q2 		$521K Buy
13,615
+94
+0.7% +$3.76K 0.04% 389
2023
Q1 		$599K Buy
13,521
+67
+0.5% +$3.6K 0.04% 388
2022
Q4 		$794K Buy
13,454
+60
+0.4% +$3.53K 0.06% 338
2022
Q3 		$700K Buy
13,394
+61
+0.5% +$3.48K 0.06% 329
2022
Q2 		$742K Buy
13,333
+64
+0.5% +$3.75K 0.06% 316
2022
Q1 		$803K Sell
13,269
-639
-5% -$38.1K 0.05% 344
2021
Q4 		$803K Buy
13,908
+64
+0.5% +$3.61K 0.05% 380
2021
Q3 		$779K Buy
13,844
+1
+0% +$56 0.05% 374
2021
Q2 		$803K Sell
13,843
-1,528
-10% -$95.4K 0.05% 364
2021
Q1 		$965K Sell
15,371
-4,025
-21% -$245K 0.07% 322
2020
Q4 		$1.07M Buy
19,396
+12,704
+190% +$700K 0.07% 290
2020
Q3 		$364K Hold
6,692
– – 0.03% 436
2020
Q2 		$384K Sell
6,692
-1,009
-13% -$58.7K 0.04% 409
2020
Q1 		$453K Buy
7,701
+2,021
+36% +$126K 0.06% 290
2019
Q4 		$385K Hold
5,680
– – 0.04% 362
2019
Q3 		$353K Buy
5,680
+1
+0% +$62 0.04% 355
2019
Q2 		$350K Sell
5,679
-730
-11% -$45.4K 0.04% 351
2019
Q1 		$396K Buy
6,409
+232
+4% +$14.4K 0.05% 311
2018
Q4 		$344K Hold
6,177
– – 0.05% 310
2018
Q3 		$372K Buy
6,177
+1
+0% +$61 0.04% 338
2018
Q2 		$355K Sell
6,176
-1,699
-22% -$98.2K 0.04% 334
2018
Q1 		$457K Hold
7,875
– – 0.06% 271
2017
Q4 		$469K Buy
+7,875
New +$463K 0.06% 266

Other funds holding WABC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Advocates Investment Management's WABC Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Westamerica Bancorp (WABC) in Q3 2025, closing a stake of 8,893 shares — an estimated $431K sold.

Financial Advocates Investment Management first reported a position in WABC in Q4 2017 and held it in 31 quarters. The position peaked at $1.07M in Q4 2020. 216 funds tracked by Wall St. Rank hold WABC as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Westamerica Bancorp position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 8,893 Westamerica Bancorp shares in Q3 2025, an estimated $431K.
  • Financial Advocates Investment Management first reported a position in Westamerica Bancorp in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's Westamerica Bancorp position peaked at $1.07M in Q4 2020.
  • 216 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.