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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

HC
HF Capital Knoxville, Tennessee $297M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NI
NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $159M AUM

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. 148 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.
  • 148 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.