SI
WEST icon

Stephens Inc’s Westrock Coffee WEST Stock Holding History

Stephens Inc’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
Q1 		$1.06M Buy
248,328
+1,200
+0.5% +$5.36K 0.01% 624
2025
Q4 		$1.01M Sell
247,128
-20,300
-8% -$88.9K 0.01% 626
2025
Q3 		$1.3M Buy
267,428
+5,000
+2% +$30.1K 0.02% 580
2025
Q2 		$1.5M Buy
262,428
+17,064
+7% +$110K 0.02% 523
2025
Q1 		$1.77M Buy
245,364
+9,000
+4% +$59K 0.03% 498
2024
Q4 		$1.52M Buy
236,364
+83,647
+55% +$574K 0.02% 503
2024
Q3 		$993K Buy
152,717
+2,500
+2% +$22K 0.01% 607
2024
Q2 		$1.54M Buy
150,217
+5,800
+4% +$59.6K 0.02% 487
2024
Q1 		$1.49M Buy
144,417
+5,885
+4% +$59.4K 0.02% 481
2023
Q4 		$1.41M Buy
138,532
+92,000
+198% +$823K 0.02% 467
2023
Q3 		$412K Buy
46,532
+8,890
+24% +$92.5K 0.01% 797
2023
Q2 		$409K Buy
37,642
+11,775
+46% +$136K 0.01% 812
2023
Q1 		$317K Buy
25,867
+4,960
+24% +$61.1K 0.01% 860
2022
Q4 		$279K Sell
20,907
-85,743
-80% -$1.02M 0.01% 873
2022
Q3 		$1.1M Buy
+106,650
New +$1.13M 0.02% 498

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $239M AUM
SG
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
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $2.12B AUM 1.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return