Merit Financial Group
WABC icon

Merit Financial Group’s Westamerica Bancorp WABC Stock Holding History

Merit Financial Group’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 		$299K Buy
5,120
+525
+11% +$31.2K ﹤0.01% 1920
2026
Q2 		$270K Buy
+4,595
New +$254K ﹤0.01% 1883

Other funds holding WABC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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

Merit Financial Group's WABC Position: Q3 2026 in Review

Merit Financial Group increased its Westamerica Bancorp (WABC) stake by 11% in Q3 2026, buying an estimated $31.2K and bringing the position to 5,120 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

Merit Financial Group first reported a position in WABC in Q2 2026 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold WABC as of Q3 2026.

  • Merit Financial Group held 5,120 shares of Westamerica Bancorp worth $299K as of Q3 2026.
  • Merit Financial Group bought 525 Westamerica Bancorp shares in Q3 2026, an estimated $31.2K.
  • Westamerica Bancorp made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1920 holding.
  • Merit Financial Group first reported a position in Westamerica Bancorp in Q2 2026 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.