Root Financial Partners
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Root Financial Partners’s Westamerica Bancorp WABC Stock Holding History

Root Financial Partners’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 		$7.82K Buy
+134
New +$7.96K ﹤0.01% 2034
2026
Q2 		– Sell
-49
Closed -$2.56K – 3143
2026
Q1 		$2.56K Buy
+49
New +$2.48K ﹤0.01% 2214

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Root Financial Partners's WABC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Westamerica Bancorp (WABC) in Q3 2026: 134 shares worth $7.82K. The stake represents ﹤0.01% of the portfolio and ranks #2034 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WABC as recently as Q1 2026.

Root Financial Partners first reported a position in WABC in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold WABC as of Q3 2026.

  • Root Financial Partners held 134 shares of Westamerica Bancorp worth $7.82K as of Q3 2026.
  • Westamerica Bancorp was a new Root Financial Partners position in Q3 2026.
  • Westamerica Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2034 holding.
  • Root Financial Partners first reported a position in Westamerica Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.