JFS Wealth Advisors
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JFS Wealth Advisors’s Westamerica Bancorp WABC Stock Holding History

JFS Wealth Advisors’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
Q3 		$350 Hold
6
– – ﹤0.01% 1984
2026
Q2 		$353 Buy
+6
New +$332 ﹤0.01% 2032

Other funds holding WABC

Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

JFS Wealth Advisors's WABC Position: Q3 2026 in Review

JFS Wealth Advisors held its Westamerica Bancorp (WABC) position steady in Q3 2026 at 6 shares worth $350. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

JFS Wealth Advisors first reported a position in WABC in Q2 2026 and has held it in 2 quarters since. The position peaked at $353 in Q2 2026. 122 funds tracked by Wall St. Rank hold WABC as of Q3 2026.

  • JFS Wealth Advisors held 6 shares of Westamerica Bancorp worth $350 as of Q3 2026.
  • JFS Wealth Advisors left its Westamerica Bancorp share count unchanged in Q3 2026.
  • Westamerica Bancorp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1984 holding.
  • JFS Wealth Advisors first reported a position in Westamerica Bancorp in Q2 2026 and has held it in 2 quarters since.
  • JFS Wealth Advisors's Westamerica Bancorp position peaked at $353 in Q2 2026.
  • 122 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.