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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
Q2 		$2.95M Buy
363,695
+228,387
+169% +$1.64M 0.01% 1471
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 $297M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NI
NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $159M AUM

HRT Financial's WEST Position: Q2 2026 in Review

HRT Financial increased its Westrock Coffee (WEST) stake by 169% in Q2 2026, buying an estimated $1.64M and bringing the position to 363,695 shares worth $2.95M. The position accounts for 0.01% of the portfolio, ranked #1471.

HRT Financial first reported a position in WEST in Q1 2023 and has held it in 5 quarters since. 149 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • HRT Financial held 363,695 shares of Westrock Coffee worth $2.95M as of Q2 2026.
  • HRT Financial bought 228,387 Westrock Coffee shares in Q2 2026, an estimated $1.64M.
  • Westrock Coffee made up 0.01% of HRT Financial's portfolio in Q2 2026, its #1471 holding.
  • HRT Financial first reported a position in Westrock Coffee in Q1 2023 and has held it in 5 quarters since.
  • 149 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.