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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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's WABC Position: Q2 2026 in Review

True Wealth Design increased its Westamerica Bancorp (WABC) stake by 5.4% in Q2 2026, buying an estimated $443 and bringing the position to 157 shares worth $9.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

True Wealth Design first reported a position in WABC in Q3 2024 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold WABC as of Q2 2026.

  • True Wealth Design held 157 shares of Westamerica Bancorp worth $9.21K as of Q2 2026.
  • True Wealth Design bought 8 Westamerica Bancorp shares in Q2 2026, an estimated $443.
  • Westamerica Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1092 holding.
  • True Wealth Design first reported a position in Westamerica Bancorp in Q3 2024 and has held it in 6 quarters since.
  • 17 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.