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WestEnd Advisors, LLC: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WestEnd Advisors, LLC on XLF, newest first. How the timeline and the estimate are built.

WestEnd Advisors, LLC held 8,662,021 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,662,021 shares
    Change vs previous 13F +898,396 shares

    10.35% of the 13F portfolio, value $464,371,294.

    13F-HR 0001398344-26-012446 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,763,625 shares
    Change vs previous 13F -195,832 shares

    9.25% of the 13F portfolio, value $383,290,655.

    13F-HR 0001398344-26-006826 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,959,457 shares
    Change vs previous 13F +1,819,341 shares

    10.15% of the 13F portfolio, value $435,939,960.

    13F-HR 0001398344-26-001290 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,140,116 shares
    Change vs previous 13F +158,493 shares

    7.73% of the 13F portfolio, value $330,768,720.

    13F-HR 0001398344-25-019523 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,981,623 shares
    Change vs previous 13F -1,947,140 shares

    7.77% of the 13F portfolio, value $313,258,178.

    13F-HR 0001398344-25-013593 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,928,763 shares
    Change vs previous 13F -346,293 shares

    10.48% of the 13F portfolio, value $394,931,745.

    13F-HR 0001398344-25-007692 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,275,056 shares
    Change vs previous 13F +1,796,741 shares

    10.18% of the 13F portfolio, value $399,933,452.

    13F-HR 0001398344-25-001236 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,478,315 shares
    Change vs previous 13F not available

    7.2% of the 13F portfolio, value $293,597,203.

    13F-HR 0001398344-24-019439 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).