KB Financial Partners’s Westamerica Bancorp WABC Stock Holding History

KB Financial Partners’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
2023 Q3	$2K	Hold	43	–	–	﹤0.01%	552
2023 Q2	$2K	Hold	43	–	–	﹤0.01%	576
2023 Q1	$2K	Hold	43	–	–	﹤0.01%	562
2022 Q4	$3K	Sell	43 -12	-22%	-$705	﹤0.01%	484
2022 Q3	$3K	Hold	55	–	–	﹤0.01%	480
2022 Q2	$3K	Sell	55 -33	-38%	-$1.93K	﹤0.01%	479
2022 Q1	$5K	Hold	88	–	–	﹤0.01%	472
2021 Q4	$5K	Buy	+88	New	+$4.96K	﹤0.01%	513
2021 Q3	–	Sell	-88	Closed	-$5K	–	557
2021 Q2	$5K	Sell	88 -27	-23%	-$1.69K	﹤0.01%	488
2021 Q1	$7K	Buy	+115	New	+$7K	﹤0.01%	476

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

KB Financial Partners's WABC Position: Q3 2023 in Review

KB Financial Partners held its Westamerica Bancorp (WABC) position steady in Q3 2023 at 43 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

KB Financial Partners first reported a position in WABC in Q1 2021 and has held it in 10 quarters since. The position peaked at $7K in Q1 2021. 179 funds tracked by Wall St. Rank hold WABC as of Q3 2023.

KB Financial Partners held 43 shares of Westamerica Bancorp worth $2K as of Q3 2023.
KB Financial Partners left its Westamerica Bancorp share count unchanged in Q3 2023.
Westamerica Bancorp made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #552 holding.
KB Financial Partners first reported a position in Westamerica Bancorp in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's Westamerica Bancorp position peaked at $7K in Q1 2021.
179 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.