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Vident Advisory’s Westrock Coffee WEST Stock Holding History

Vident Advisory’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 		– Sell
-10,350
Closed -$42.1K – 1943
2025
Q4 		$42.1K Sell
10,350
-14,076
-58% -$61.6K ﹤0.01% 1614
2025
Q3 		$119K Sell
24,426
-8,036
-25% -$48.3K ﹤0.01% 1594
2025
Q2 		$186K Sell
32,462
-590
-2% -$3.81K ﹤0.01% 1518
2025
Q1 		$239K Sell
33,052
-7,406
-18% -$48.5K ﹤0.01% 1363
2024
Q4 		$260K Sell
40,458
-27,952
-41% -$192K ﹤0.01% 1224
2024
Q3 		$445K Sell
68,410
-4,762
-7% -$41.9K 0.01% 994
2024
Q2 		$749K Buy
73,172
+28,631
+64% +$294K 0.02% 702
2024
Q1 		$460K Buy
44,541
+5,878
+15% +$59.3K 0.01% 852
2023
Q4 		$395K Buy
+38,663
New +$346K 0.01% 888

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

Vident Advisory's WEST Position: Q1 2026 in Review

Vident Advisory sold out of Westrock Coffee (WEST) in Q1 2026, closing a stake of 10,350 shares — an estimated $42.1K sold.

Vident Advisory first reported a position in WEST in Q4 2023 and held it in 9 quarters. The position peaked at $749K in Q2 2024. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

  • Vident Advisory reported no remaining Westrock Coffee position as of Q1 2026 after selling out during the quarter.
  • Vident Advisory sold 10,350 Westrock Coffee shares in Q1 2026, an estimated $42.1K.
  • Vident Advisory first reported a position in Westrock Coffee in Q4 2023 and held it in 9 quarters.
  • Vident Advisory's Westrock Coffee position peaked at $749K in Q2 2024.
  • 130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.