Western Financial Corp
RCL icon

Western Financial Corp’s Royal Caribbean RCL Stock Holding History

Western Financial Corp’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-5,645
Closed -$1.79M – 151
2026
Q2 		$1.79M Sell
5,645
-1,065
-16% -$298K 0.52% 37
2026
Q1 		$1.85M Sell
6,710
-432
-6% -$129K 0.72% 32
2025
Q4 		$1.99M Buy
7,142
+683
+11% +$193K 0.79% 27
2025
Q3 		$2.09M Sell
6,459
-2,169
-25% -$725K 0.91% 27
2025
Q2 		$2.7M Buy
8,628
+13
+0.2% +$3.1K 1.45% 11
2025
Q1 		$1.77M Buy
8,615
+1,725
+25% +$407K 1.03% 24
2024
Q4 		$1.59M Sell
6,890
-346
-5% -$76.6K 0.87% 29
2024
Q3 		$1.28M Sell
7,236
-383
-5% -$62.1K 0.73% 35
2024
Q2 		$1.21M Sell
7,619
-408
-5% -$58.7K 0.73% 31
2024
Q1 		$1.12M Buy
8,027
+429
+6% +$53.6K 0.68% 34
2023
Q4 		$984K Buy
7,598
+362
+5% +$36.9K 0.66% 27
2023
Q3 		$667K Sell
7,236
-1,974
-21% -$198K 0.49% 61
2023
Q2 		$955K Sell
9,210
-363
-4% -$28.5K 0.65% 29
2023
Q1 		$625K Buy
+9,573
New +$632K 0.45% 70

Other funds holding RCL

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
OH
Osiris Holdings Monaco $3.14B AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Western Financial Corp's RCL Position: Q3 2026 in Review

Western Financial Corp sold out of Royal Caribbean (RCL) in Q3 2026, closing a stake of 5,645 shares — an estimated $1.79M sold.

Western Financial Corp first reported a position in RCL in Q1 2023 and held it in 14 quarters. The position peaked at $2.7M in Q2 2025. 999 funds tracked by Wall St. Rank hold RCL as of Q3 2026.

  • Western Financial Corp reported no remaining Royal Caribbean position as of Q3 2026 after selling out during the quarter.
  • Western Financial Corp sold 5,645 Royal Caribbean shares in Q3 2026, an estimated $1.79M.
  • Western Financial Corp first reported a position in Royal Caribbean in Q1 2023 and held it in 14 quarters.
  • Western Financial Corp's Royal Caribbean position peaked at $2.7M in Q2 2025.
  • 999 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2026.

Based on Western Financial Corp's 13F filing for Q3 2026, filed 14 Oct 2026.