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Larson Financial Group’s Westrock Coffee WEST Stock Holding History

Larson Financial Group’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
2025
Q4 		– Sell
-233
Closed -$1.13K – 3684
2025
Q3 		$1.13K Sell
233
-637
-73% -$3.83K ﹤0.01% 2884
2025
Q2 		$4.99K Sell
870
-703
-45% -$4.54K ﹤0.01% 2071
2025
Q1 		$11.4K Buy
1,573
+98
+7% +$642 ﹤0.01% 1586
2024
Q4 		$9.47K Buy
+1,475
New +$10.1K ﹤0.01% 1506

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $126M AUM

Larson Financial Group's WEST Position: Q4 2025 in Review

Larson Financial Group sold out of Westrock Coffee (WEST) in Q4 2025, closing a stake of 233 shares — an estimated $1.13K sold.

Larson Financial Group first reported a position in WEST in Q4 2024 and held it in 4 quarters. The position peaked at $11.4K in Q1 2025. 126 funds tracked by Wall St. Rank hold WEST as of Q4 2025.

  • Larson Financial Group reported no remaining Westrock Coffee position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 233 Westrock Coffee shares in Q4 2025, an estimated $1.13K.
  • Larson Financial Group first reported a position in Westrock Coffee in Q4 2024 and held it in 4 quarters.
  • Larson Financial Group's Westrock Coffee position peaked at $11.4K in Q1 2025.
  • 126 funds tracked by Wall St. Rank held Westrock Coffee as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.