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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
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: Q2 2026 in Review

Root Financial Partners sold out of Westamerica Bancorp (WABC) in Q2 2026, closing a stake of 49 shares — an estimated $2.56K sold.

Root Financial Partners first reported a position in WABC in Q1 2026 and held it in 1 quarter. The position peaked at $2.56K in Q1 2026. 214 funds tracked by Wall St. Rank hold WABC as of Q2 2026.

  • Root Financial Partners reported no remaining Westamerica Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 49 Westamerica Bancorp shares in Q2 2026, an estimated $2.56K.
  • Root Financial Partners first reported a position in Westamerica Bancorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Westamerica Bancorp position peaked at $2.56K in Q1 2026.
  • 214 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.