HF
WEST icon

HRT Financial’s Westrock Coffee WEST Stock Holding History

HRT Financial’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
Q1 		$575K Buy
135,308
+121,825
+904% +$544K ﹤0.01% 2415
2025
Q4 		$54K Buy
+13,483
New +$59K ﹤0.01% 2866
2025
Q3 		– Sell
-12,205
Closed -$69K – 3773
2025
Q2 		$69K Buy
+12,205
New +$78.8K ﹤0.01% 2267
2023
Q2 		– Sell
-63,757
Closed -$780K – 3378
2023
Q1 		$780K Buy
+63,757
New +$785K 0.01% 1073

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $239M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HRT Financial's WEST Position: Q1 2026 in Review

HRT Financial increased its Westrock Coffee (WEST) stake by 904% in Q1 2026, buying an estimated $544K and bringing the position to 135,308 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #2415.

HRT Financial first reported a position in WEST in Q1 2023 and has held it in 4 quarters since. The position peaked at $780K in Q1 2023. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

  • HRT Financial held 135,308 shares of Westrock Coffee worth $575K as of Q1 2026.
  • HRT Financial bought 121,825 Westrock Coffee shares in Q1 2026, an estimated $544K.
  • Westrock Coffee made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #2415 holding.
  • HRT Financial first reported a position in Westrock Coffee in Q1 2023 and has held it in 4 quarters since.
  • HRT Financial's Westrock Coffee position peaked at $780K in Q1 2023.
  • 130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.