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
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 $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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial's WEST Position: Q1 2026 in Review

Raymond James Financial reduced its Westrock Coffee (WEST) stake by 43% in Q1 2026, selling an estimated $104K and leaving 30,939 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #4984.

Raymond James Financial first reported a position in WEST in Q4 2024 and has held it in 6 quarters since. The position peaked at $865K in Q2 2025. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

  • Raymond James Financial held 30,939 shares of Westrock Coffee worth $131K as of Q1 2026.
  • Raymond James Financial sold 23,350 Westrock Coffee shares in Q1 2026, an estimated $104K.
  • Westrock Coffee made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4984 holding.
  • Raymond James Financial first reported a position in Westrock Coffee in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Westrock Coffee position peaked at $865K in Q2 2025.
  • 130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.