SBI Securities’s Westrock Coffee WEST Stock Holding History

SBI Securities’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
2025 Q4	–	Sell	-1	Closed	-$5	–	4242
2025 Q3	$5	Buy	+1	New	+$6	﹤0.01%	4111
2025 Q1	–	Sell	-200	Closed	-$1.28K	–	4207
2024 Q4	$1.28K	Buy	+200	New	+$1.37K	﹤0.01%	2495

Other funds holding WEST

HF Capital Knoxville, Tennessee $239M AUM

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

NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Agman Capital Omaha, Nebraska $126M AUM

SBI Securities's WEST Position: Q4 2025 in Review

SBI Securities sold out of Westrock Coffee (WEST) in Q4 2025, closing a stake of 1 share — an estimated $5 sold.

SBI Securities first reported a position in WEST in Q4 2024 and held it in 2 quarters. The position peaked at $1.28K in Q4 2024. 126 funds tracked by Wall St. Rank hold WEST as of Q4 2025.

SBI Securities reported no remaining Westrock Coffee position as of Q4 2025 after selling out during the quarter.
SBI Securities sold 1 Westrock Coffee share in Q4 2025, an estimated $5.
SBI Securities first reported a position in Westrock Coffee in Q4 2024 and held it in 2 quarters.
SBI Securities's Westrock Coffee position peaked at $1.28K in Q4 2024.
126 funds tracked by Wall St. Rank held Westrock Coffee as of Q4 2025.

Based on SBI Securities's 13F filing for Q4 2025, filed 3 Feb 2026.