West Coast Financial

Latest statistics and disclosures from West Coast Financial's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are Amr, and represent % of West Coast Financial's stock portfolio.
  • Added to shares of these 1 stock: Amr.
  • Started 1 new stock position in Amr.
  • Reduced shares in these 10 stocks: IJR (-$148M), SCHO (-$74M), IVV (-$69M), SCHR (-$37M), AAPL (-$35M), MBB (-$31M), , GOOGL (-$21M), MSFT (-$19M), BRK.B (-$16M).
  • Sold out of its positions in AAON, AFL, ABBV, ADBE, GOOG, GOOGL, MO, AMZN, AXP, AMT.
  • West Coast Financial was a net seller of stock by $-876M.
  • Central Index Key (CIK): 0001511985

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Portfolio Holdings for West Coast Financial

West Coast Financial holds 1 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amr 0.0 $0 NEW 0 0.00
 View chart

Past Filings by West Coast Financial

SEC 13F filings are viewable for West Coast Financial going back to 2011

View all past filings