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Sunbelt Securities’s Westrock Coffee WEST Stock Holding History

Sunbelt 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
2026
Q1 		$8 Sell
2
-23
-92% -$103 ﹤0.01% 2930
2025
Q4 		$102 Sell
25
-51
-67% -$223 ﹤0.01% 2535
2025
Q3 		$369 Buy
+76
New +$457 ﹤0.01% 2305

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 $1.22B AUM 1.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sunbelt Securities's WEST Position: Q1 2026 in Review

Sunbelt Securities reduced its Westrock Coffee (WEST) stake by 92% in Q1 2026, selling an estimated $103 and leaving 2 shares worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #2930.

Sunbelt Securities first reported a position in WEST in Q3 2025 and has held it in 3 quarters since. The position peaked at $369 in Q3 2025. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

  • Sunbelt Securities held 2 shares of Westrock Coffee worth $8 as of Q1 2026.
  • Sunbelt Securities sold 23 Westrock Coffee shares in Q1 2026, an estimated $103.
  • Westrock Coffee made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2930 holding.
  • Sunbelt Securities first reported a position in Westrock Coffee in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Westrock Coffee position peaked at $369 in Q3 2025.
  • 130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.