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Western Financial Corp

SEC CIK
0001954480
Latest filing
Jul 22, 2026

SPG holding history

Simon Property Group Inc. in every 13F filed by Western Financial Corp, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPG overviewAll 13F holders of SPGFull Q2 2026 holdings

Shares (Q2 2026)
3,397
Value
$759.7K
% of portfolio
0.2%
Quarters held
10
Since Q1 2024
Holdings of SPG by Western Financial Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,397$759.7K0.2%−51−1.5%ReducedHolders
Q1 20263,448$643.2K0.3%+699+25.4%AddedHolders
Q4 20252,749$508.9K0.2%+70+2.6%AddedHolders
Q3 20252,679$502.8K0.2%+156+6.2%AddedHolders
Q2 20252,523$405.6K0.2%−9,079−78.3%ReducedHolders
Q1 202511,602$1.93M1.1%+1,365+13.3%AddedHolders
Q4 202410,237$1.76M1.0%+992+10.7%AddedHolders
Q3 20249,245$1.56M0.9%+1,980+27.3%AddedHolders
Q2 20247,265$1.10M0.7%+1,399+23.8%AddedHolders
Q1 20245,866$918.0K0.6%+5,866NewHolders