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West Financial Advisors’s Westrock Coffee WEST Stock Holding History

West Financial Advisors’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
Q2 		$0 Hold
31
– – ﹤0.01% 226
2026
Q1 		$0 Hold
31
– – ﹤0.01% 242
2025
Q4 		$0 Hold
31
– – ﹤0.01% 240
2025
Q3 		$0 Hold
31
– – ﹤0.01% 209
2025
Q2 		$0 Hold
31
– – ﹤0.01% 213
2025
Q1 		$0 Hold
31
– – ﹤0.01% 225
2024
Q4 		$0 Hold
31
– – ﹤0.01% 224
2024
Q3 		$0 Hold
31
– – ﹤0.01% 193
2024
Q2 		$0 Buy
+31
New +$319 ﹤0.01% 164

Other funds holding WEST

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
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

West Financial Advisors's WEST Position: Q2 2026 in Review

West Financial Advisors held its Westrock Coffee (WEST) position steady in Q2 2026 at 31 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #226.

West Financial Advisors first reported a position in WEST in Q2 2024 and has held it in 9 quarters since. 30 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • West Financial Advisors held 31 shares of Westrock Coffee worth $0 as of Q2 2026.
  • West Financial Advisors left its Westrock Coffee share count unchanged in Q2 2026.
  • Westrock Coffee made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #226 holding.
  • West Financial Advisors first reported a position in Westrock Coffee in Q2 2024 and has held it in 9 quarters since.
  • 30 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.