Institute for Wealth Management’s Westamerica Bancorp WABC Stock Holding History

Institute for Wealth 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
2026 Q2	$1.22K	Buy	+21	New	+$1.16K	﹤0.01%	1643

Other funds holding WABC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Institute for Wealth Management's WABC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Westamerica Bancorp (WABC) in Q2 2026: 21 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #1643 among its holdings.

80 funds tracked by Wall St. Rank hold WABC as of Q2 2026.

Institute for Wealth Management held 21 shares of Westamerica Bancorp worth $1.22K as of Q2 2026.
Westamerica Bancorp was a new Institute for Wealth Management position in Q2 2026.
Westamerica Bancorp made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1643 holding.
80 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.