Raymond James Financial
WEST icon

Raymond James Financial’s Westrock Coffee WEST Stock Holding History

Raymond James Financial’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
2026
Q2 		$218K Sell
26,939
-4,000
-13% -$28.7K ﹤0.01% 5006
2026
Q1 		$131K Sell
30,939
-23,350
-43% -$104K ﹤0.01% 4984
2025
Q4 		$221K Sell
54,289
-91,004
-63% -$398K ﹤0.01% 4742
2025
Q3 		$706K Sell
145,293
-5,753
-4% -$34.6K ﹤0.01% 3906
2025
Q2 		$865K Buy
151,046
+35,365
+31% +$228K ﹤0.01% 3673
2025
Q1 		$835K Sell
115,681
-15,135
-12% -$99.2K ﹤0.01% 3612
2024
Q4 		$840K Buy
+130,816
New +$898K ﹤0.01% 3566

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $297M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NI
NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $159M AUM

Raymond James Financial's WEST Position: Q2 2026 in Review

Raymond James Financial reduced its Westrock Coffee (WEST) stake by 13% in Q2 2026, selling an estimated $28.7K and leaving 26,939 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #5006.

Raymond James Financial first reported a position in WEST in Q4 2024 and has held it in 7 quarters since. The position peaked at $865K in Q2 2025. 148 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • Raymond James Financial held 26,939 shares of Westrock Coffee worth $218K as of Q2 2026.
  • Raymond James Financial sold 4,000 Westrock Coffee shares in Q2 2026, an estimated $28.7K.
  • Westrock Coffee made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #5006 holding.
  • Raymond James Financial first reported a position in Westrock Coffee in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Westrock Coffee position peaked at $865K in Q2 2025.
  • 148 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.