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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
Q2 		$1.97M Sell
242,588
-5,740
-2% -$41.2K 0.02% 496
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 $297M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NI
NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $159M AUM

Stephens Inc's WEST Position: Q2 2026 in Review

Stephens Inc reduced its Westrock Coffee (WEST) stake by 2.3% in Q2 2026, selling an estimated $41.2K and leaving 242,588 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #496.

Stephens Inc first reported a position in WEST in Q3 2022 and has held it in 16 quarters since. 149 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • Stephens Inc held 242,588 shares of Westrock Coffee worth $1.97M as of Q2 2026.
  • Stephens Inc sold 5,740 Westrock Coffee shares in Q2 2026, an estimated $41.2K.
  • Westrock Coffee made up 0.02% of Stephens Inc's portfolio in Q2 2026, its #496 holding.
  • Stephens Inc first reported a position in Westrock Coffee in Q3 2022 and has held it in 16 quarters since.
  • 149 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.