WFA
QCRH icon

West Financial Advisors’s QCR Holdings QCRH Stock Holding History

West Financial Advisors’s Portfolio QCRH Stock Details QCRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-870
Closed -$59.1K – 207
2025
Q2 		$59.1K Hold
870
– – 0.01% 95
2025
Q1 		$62K Hold
870
– – 0.01% 89
2024
Q4 		$70.2K Hold
870
– – 0.01% 88
2024
Q3 		$64.4K Hold
870
– – 0.01% 80
2024
Q2 		$52.2K Hold
870
– – 0.01% 80
2024
Q1 		$52.8K Hold
870
– – 0.01% 82
2023
Q4 		$50.8K Hold
870
– – 0.01% 82
2023
Q3 		$42.2K Hold
870
– – 0.01% 86
2023
Q2 		$35.7K Buy
+870
New +$35.6K 0.01% 88

Other funds holding QCRH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

West Financial Advisors's QCRH Position: Q3 2025 in Review

West Financial Advisors sold out of QCR Holdings (QCRH) in Q3 2025, closing a stake of 870 shares — an estimated $59.1K sold.

West Financial Advisors first reported a position in QCRH in Q2 2023 and held it in 9 quarters. The position peaked at $70.2K in Q4 2024. 195 funds tracked by Wall St. Rank hold QCRH as of Q3 2025.

  • West Financial Advisors reported no remaining QCR Holdings position as of Q3 2025 after selling out during the quarter.
  • West Financial Advisors sold 870 QCR Holdings shares in Q3 2025, an estimated $59.1K.
  • West Financial Advisors first reported a position in QCR Holdings in Q2 2023 and held it in 9 quarters.
  • West Financial Advisors's QCR Holdings position peaked at $70.2K in Q4 2024.
  • 195 funds tracked by Wall St. Rank held QCR Holdings as of Q3 2025.

Based on West Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.