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Total Wealth Planning & Management’s Westamerica Bancorp WABC Stock Holding History

Total Wealth Planning & Management’s Portfolio WABC Stock Details WABC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$622K Sell
12,839
-100
-0.8% -$4.79K 0.5% 62
2025
Q1 		$655K Sell
12,939
-100
-0.8% -$5.09K 0.62% 45
2024
Q4 		$684K Buy
+13,039
New +$698K 0.62% 40

Other funds holding WABC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Total Wealth Planning & Management's WABC Position: Q2 2025 in Review

Total Wealth Planning & Management reduced its Westamerica Bancorp (WABC) stake by 0.77% in Q2 2025, selling an estimated $4.79K and leaving 12,839 shares worth $622K. The position accounts for 0.5% of the portfolio, ranked #62.

Total Wealth Planning & Management first reported a position in WABC in Q4 2024 and has held it in 3 quarters since. The position peaked at $684K in Q4 2024. 205 funds tracked by Wall St. Rank hold WABC as of Q2 2025.

  • Total Wealth Planning & Management held 12,839 shares of Westamerica Bancorp worth $622K as of Q2 2025.
  • Total Wealth Planning & Management sold 100 Westamerica Bancorp shares in Q2 2025, an estimated $4.79K.
  • Westamerica Bancorp made up 0.5% of Total Wealth Planning & Management's portfolio in Q2 2025, its #62 holding.
  • Total Wealth Planning & Management first reported a position in Westamerica Bancorp in Q4 2024 and has held it in 3 quarters since.
  • Total Wealth Planning & Management's Westamerica Bancorp position peaked at $684K in Q4 2024.
  • 205 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.