True Wealth Design’s Westamerica Bancorp WABC Stock Holding History

True Wealth Design’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
2026 Q3	$9.16K	Hold	157	–	–	﹤0.01%	1114
2026 Q2	$9.21K	Buy	157 +8	+5%	+$443	﹤0.01%	1092
2026 Q1	$7.77K	Sell	149 -3	-2%	-$152	﹤0.01%	1055
2025 Q4	$7.27K	Sell	152 -13	-8%	-$624	﹤0.01%	958
2025 Q3	$8.25K	Buy	165 +80	+94%	+$3.96K	﹤0.01%	901
2025 Q2	$4.12K	Buy	+85	New	+$4.07K	﹤0.01%	878
2024 Q4	–	Sell	-67	Closed	-$3.31K	–	1526
2024 Q3	$3.31K	Buy	+67	New	+$3.41K	﹤0.01%	665

Other funds holding WABC

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

True Wealth Design's WABC Position: Q3 2026 in Review

True Wealth Design held its Westamerica Bancorp (WABC) position steady in Q3 2026 at 157 shares worth $9.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

True Wealth Design first reported a position in WABC in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.21K in Q2 2026. 29 funds tracked by Wall St. Rank hold WABC as of Q3 2026.

True Wealth Design held 157 shares of Westamerica Bancorp worth $9.16K as of Q3 2026.
True Wealth Design left its Westamerica Bancorp share count unchanged in Q3 2026.
Westamerica Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1114 holding.
True Wealth Design first reported a position in Westamerica Bancorp in Q3 2024 and has held it in 7 quarters since.
True Wealth Design's Westamerica Bancorp position peaked at $9.21K in Q2 2026.
29 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.