SAG
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SageView Advisory Group’s Westamerica Bancorp WABC Stock Holding History

SageView Advisory 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
2025
Q4 		$71.3K Buy
+1,490
New +$71.5K ﹤0.01% 944
2024
Q2 		– Sell
-2,858
Closed -$607K – 802
2024
Q1 		$607K Buy
+2,858
New +$139K 0.03% 282

Other funds holding WABC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SageView Advisory Group's WABC Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Westamerica Bancorp (WABC) in Q4 2025: 1,490 shares worth $71.3K. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in WABC as recently as Q1 2024.

SageView Advisory Group first reported a position in WABC in Q1 2024 and has held it in 2 quarters since. The position peaked at $607K in Q1 2024. 216 funds tracked by Wall St. Rank hold WABC as of Q4 2025.

  • SageView Advisory Group held 1,490 shares of Westamerica Bancorp worth $71.3K as of Q4 2025.
  • Westamerica Bancorp was a new SageView Advisory Group position in Q4 2025.
  • Westamerica Bancorp made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #944 holding.
  • SageView Advisory Group first reported a position in Westamerica Bancorp in Q1 2024 and has held it in 2 quarters since.
  • SageView Advisory Group's Westamerica Bancorp position peaked at $607K in Q1 2024.
  • 216 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.