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LGT Financial Advisors’s Westamerica Bancorp WABC Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-60
Closed -$3.15K – 722
2024
Q4 		$3.15K Hold
60
– – 0.01% 625
2024
Q3 		$2.96K Hold
60
– – 0.01% 629
2024
Q2 		$2.91K Hold
60
– – 0.01% 682
2024
Q1 		$2.93K Hold
60
– – ﹤0.01% 702
2023
Q4 		$3.38K Hold
60
– – ﹤0.01% 700
2023
Q3 		$2.6K Buy
+60
New +$2.68K ﹤0.01% 755

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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LGT Financial Advisors's WABC Position: Q1 2025 in Review

LGT Financial Advisors sold out of Westamerica Bancorp (WABC) in Q1 2025, closing a stake of 60 shares — an estimated $3.15K sold.

LGT Financial Advisors first reported a position in WABC in Q3 2023 and held it in 6 quarters. The position peaked at $3.38K in Q4 2023. 205 funds tracked by Wall St. Rank hold WABC as of Q1 2025.

  • LGT Financial Advisors reported no remaining Westamerica Bancorp position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 60 Westamerica Bancorp shares in Q1 2025, an estimated $3.15K.
  • LGT Financial Advisors first reported a position in Westamerica Bancorp in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Westamerica Bancorp position peaked at $3.38K in Q4 2023.
  • 205 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.