GOOGL β€” ALPHABET INC

Ownership history in Western Financial Corp/CA  Β·  12 quarters on record

AI Ownership Summary

Western Financial Corp/CA reported ALPHABET INC (GOOGL) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.08% in 2025 Q4. The latest visible filing shows GOOGL at 1.08% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GOOGL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Western Financial Corp/CA's position in ALPHABET INC, 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
2025 Q4

GOOGL was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.08% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Western Financial Corp/CA held GOOGL β€” position size vs. price
% of Fund (quarterly)    GOOGL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 8,698 +7,358 +549.1% 1.08% $2.7M 2026-02-14 (Est.) $305.50
2025 Q3 ADDED 1,340 +1 +0.1% 0.14% $326K 2025-10-21 $250.12
2025 Q2 UNCHANGED 1,339 β€” 0% 0.13% $236K 2025-07-17 $183.17
2025 Q1 ADDED 1,339 +1 +0.1% 0.12% $207K 2025-04-23 $154.81
2024 Q4 UNCHANGED 1,338 β€” 0% 0.14% $253K 2025-01-24 $199.29
2024 Q3 REDUCED 1,338 -391 -22.6% 0.13% $222K 2024-10-21 $163.13
2024 Q2 ADDED 1,729 +1 +0.1% 0.19% $315K 2024-07-19 $176.41
2024 Q1 REDUCED 1,728 -220 -11.3% 0.16% $261K 2024-04-24 $157.83
2023 Q4 ADDED 1,948 +228 +13.3% 0.18% $272K 2024-01-25 $150.63
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Western Financial Corp/CA and GOOGL

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

How long has Western Financial Corp/CA reported owning GOOGL?

Western Financial Corp/CA reported GOOGL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GOOGL position in Western Financial Corp/CA's portfolio?

The largest reported portfolio weight for GOOGL was 1.08% in 2025 Q4.

What is the latest reported GOOGL position on this page?

The most recent filing on this page is 2025 Q4, when Western Financial Corp/CA reported 8,698 shares, equal to 1.08% of portfolio, with an estimated market value of $2.7M.

What does the chart on this GOOGL ownership page compare?

The chart compares Western Financial Corp/CA's quarterly GOOGL 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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