Financial Consulate’s Westamerica Bancorp WABC Stock Holding History

Financial Consulate’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 Q4	–	Sell	-9	Closed	-$450	–	1453
2025 Q3	$450	Buy	+9	New	+$446	﹤0.01%	1055

Other funds holding WABC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Financial Consulate's WABC Position: Q4 2025 in Review

Financial Consulate sold out of Westamerica Bancorp (WABC) in Q4 2025, closing a stake of 9 shares — an estimated $450 sold.

Financial Consulate first reported a position in WABC in Q3 2025 and held it in 1 quarter. The position peaked at $450 in Q3 2025. 216 funds tracked by Wall St. Rank hold WABC as of Q4 2025.

Financial Consulate reported no remaining Westamerica Bancorp position as of Q4 2025 after selling out during the quarter.
Financial Consulate sold 9 Westamerica Bancorp shares in Q4 2025, an estimated $450.
Financial Consulate first reported a position in Westamerica Bancorp in Q3 2025 and held it in 1 quarter.
Financial Consulate's Westamerica Bancorp position peaked at $450 in Q3 2025.
216 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q4 2025.

Based on Financial Consulate's 13F filing for Q4 2025, filed 22 Jan 2026.