WFC
PACW

Western Financial Corp’s PacWest Bancorp PACW Stock Holding History

Western Financial Corp’s Portfolio PACW Stock Details PACW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-97,355
Closed -$770K – 116
2023
Q3 		$770K Sell
97,355
-475
-0.5% -$3.96K 0.56% 38
2023
Q2 		$797K Buy
97,830
+32
+0% +$258 0.54% 39
2023
Q1 		$952K Sell
97,798
-563
-0.6% -$12.5K 0.68% 26
2022
Q4 		$2.26M Sell
98,361
-4,457
-4% -$108K 1.46% 5
2022
Q3 		$2.32M Buy
102,818
+2,058
+2% +$55.4K 1.63% 5
2022
Q2 		$2.69M Buy
100,760
+40
+0% +$1.29K 1.91% 5
2022
Q1 		$4.34M Buy
100,720
+95
+0.1% +$4.48K 2.52% 5
2021
Q4 		$4.54M Buy
100,625
+4,761
+5% +$222K 2.38% 4
2021
Q3 		$4.34M Sell
95,864
-370
-0.4% -$15.3K 2.58% 4
2021
Q2 		$3.96M Sell
96,234
-213
-0.2% -$9.11K 2.14% 6
2021
Q1 		$3.68M Sell
96,447
-3,521
-4% -$124K 2.25% 4
2020
Q4 		$2.54M Buy
+99,968
New +$2.23M 1.67% 6

Other funds holding PACW

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Western Financial Corp's PACW Position: Q4 2023 in Review

Western Financial Corp sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 97,355 shares — an estimated $770K sold.

Western Financial Corp first reported a position in PACW in Q4 2020 and held it in 12 quarters. The position peaked at $4.54M in Q4 2021. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Western Financial Corp reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Western Financial Corp sold 97,355 PacWest Bancorp shares in Q4 2023, an estimated $770K.
  • Western Financial Corp first reported a position in PacWest Bancorp in Q4 2020 and held it in 12 quarters.
  • Western Financial Corp's PacWest Bancorp position peaked at $4.54M in Q4 2021.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Western Financial Corp's 13F filing for Q4 2023, filed 25 Jan 2024.