SignatureFD’s Westrock Coffee WEST Stock Holding History

SignatureFD’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 Q3	$10.2K	Hold	1,271	–	–	﹤0.01%	2717
2026 Q2	$10.3K	Buy	+1,271	New	+$9.12K	﹤0.01%	2623
2025 Q4	–	Sell	-25,000	Closed	-$122K	–	3551
2025 Q3	$122K	Hold	25,000	–	–	﹤0.01%	1203
2025 Q2	$143K	Sell	25,000 -1,100	-4%	-$7.1K	﹤0.01%	1067
2025 Q1	$188K	Sell	26,100 -14	-0.1%	-$92	﹤0.01%	912
2024 Q4	$168K	Buy	26,114 +1,114	+4%	+$7.64K	﹤0.01%	950
2024 Q3	$162K	Hold	25,000	–	–	﹤0.01%	972
2024 Q2	$256K	Hold	25,000	–	–	0.01%	722
2024 Q1	$258K	Hold	25,000	–	–	0.01%	732
2023 Q4	$255K	Buy	+25,000	New	+$224K	0.01%	699

Other funds holding WEST

Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Agman Capital Omaha, Nebraska $142M AUM 47.58% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

Piedmont Capital Management (North Carolina) Greensboro, North Carolina $168M AUM 22.46% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

SignatureFD's WEST Position: Q3 2026 in Review

SignatureFD held its Westrock Coffee (WEST) position steady in Q3 2026 at 1,271 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2717.

SignatureFD first reported a position in WEST in Q4 2023 and has held it in 10 quarters since. The position peaked at $258K in Q1 2024. 49 funds tracked by Wall St. Rank hold WEST as of Q3 2026.

SignatureFD held 1,271 shares of Westrock Coffee worth $10.2K as of Q3 2026.
SignatureFD left its Westrock Coffee share count unchanged in Q3 2026.
Westrock Coffee made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #2717 holding.
SignatureFD first reported a position in Westrock Coffee in Q4 2023 and has held it in 10 quarters since.
SignatureFD's Westrock Coffee position peaked at $258K in Q1 2024.
49 funds tracked by Wall St. Rank held Westrock Coffee as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.