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Disclosery

Western Financial Corp/CA: BANC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Financial Corp/CA on BANC, newest first. How the timeline and the estimate are built.

Western Financial Corp/CA held 48,997 BANC 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 48,997 shares
    Change vs previous 13F +57 shares

    0.29% of the 13F portfolio, value $1,001,019.

    13F-HR 0001954480-26-000004 filed by Western Financial Corp/CA
    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 48,940 shares
    Change vs previous 13F +44 shares

    0.34% of the 13F portfolio, value $860,362.

    13F-HR 0001954480-26-000002 filed by Western Financial Corp/CA
    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 48,896 shares
    Change vs previous 13F +51 shares

    0.37% of the 13F portfolio, value $943,205.

    13F-HR 0001954480-26-000001 filed by Western Financial Corp/CA
    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 48,845 shares
    Change vs previous 13F +60 shares

    0.35% of the 13F portfolio, value $808,386.

    13F-HR 0001954480-25-000003 filed by Western Financial Corp/CA
    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 48,785 shares
    Change vs previous 13F -6,510 shares

    0.37% of the 13F portfolio, value $685,434.

    13F-HR 0001085146-25-003902 filed by Western Financial Corp/CA
    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 55,295 shares
    Change vs previous 13F +53 shares

    0.46% of the 13F portfolio, value $784,632.

    13F-HR 0001085146-25-002289 filed by Western Financial Corp/CA
    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 55,242 shares
    Change vs previous 13F +58 shares

    0.47% of the 13F portfolio, value $854,037.

    13F-HR 0001085146-25-000445 filed by Western Financial Corp/CA
    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 55,184 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $812,864.

    13F-HR 0001085146-24-005036 filed by Western Financial Corp/CA
    Filed (acceptance time not in the bulk data set), ingested

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