Family CFO Inc WCCB β€” West Coast Cmnty Bancorp

Ownership history in Family CFO Inc  Β·  6 quarters on record

AI Ownership Summary

Family CFO Inc reported West Coast Cmnty Bancorp (WCCB) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.11% in 2024 Q4. The latest visible filing shows WCCB at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WCCB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Family CFO Inc's position in West Coast Cmnty Bancorp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WCCB was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Family CFO Inc held WCCB β€” position size vs. price
% of Fund (quarterly)    WCCB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 4,648 β€” 0% 0.10% $221K 2026-04-28 $49.76
2025 Q4 UNCHANGED β€” β€” β€” 4,648 β€” 0% 0.09% $205K 2026-01-23 $44.27
2025 Q2 UNCHANGED β€” β€” β€” 4,648 β€” 0% 0.09% $182K 2025-07-21 $39.19
2025 Q1 UNCHANGED β€” β€” β€” 4,648 β€” 0% 0.10% $183K 2025-04-24 $37.33
2024 Q4 UNCHANGED β€” β€” β€” 4,648 β€” 0% 0.11% $194K 2025-01-30 $39.48
2024 Q3 INITIATED β€” β€” β€” 4,648 β€” β€” 0.10% $181K 2024-10-17 $37.54

FAQ About Family CFO Inc and WCCB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Family CFO Inc reported owning WCCB?

Family CFO Inc reported WCCB across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported WCCB position in Family CFO Inc's portfolio?

The largest reported portfolio weight for WCCB was 0.11% in 2024 Q4.

What is the latest reported WCCB position on this page?

The most recent filing on this page is 2026 Q1, when Family CFO Inc reported 4,648 shares, equal to 0.10% of portfolio, with an estimated market value of $221K.

What does the chart on this WCCB ownership page compare?

The chart compares Family CFO Inc's quarterly WCCB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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