Skip to content
Disclosery

Western Financial Corp/CA: BNY position timeline

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

Western Financial Corp/CA held 42,434 BNY 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 42,434 shares
    Change vs previous 13F +1,214 shares

    1.8% of the 13F portfolio, value $6,136,310.

    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 41,220 shares
    Change vs previous 13F +9,247 shares

    1.91% of the 13F portfolio, value $4,889,959.

    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 31,973 shares
    Change vs previous 13F +22 shares

    1.47% of the 13F portfolio, value $3,711,784.

    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 31,951 shares
    Change vs previous 13F +6,335 shares

    1.52% of the 13F portfolio, value $3,481,381.

    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 25,616 shares
    Change vs previous 13F +349 shares

    1.25% of the 13F portfolio, value $2,333,874.

    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 25,267 shares
    Change vs previous 13F +20,813 shares

    1.23% of the 13F portfolio, value $2,119,143.

    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 4,454 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $342,201.

    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).