INTC β€” INTEL CORP

Ownership history in Western Financial Corp/CA  Β·  2 quarters on record

AI Ownership Summary

Western Financial Corp/CA reported INTEL CORP (INTC) in 2 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.24% in 2025 Q4. The latest visible filing shows INTC at 2.24% 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 INTC 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 INTEL CORP, 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

INTC was reported at 2.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.24% 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
2024 Q1 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 INTC β€” position size vs. price
% of Fund (quarterly)    INTC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 153,010 +145,809 +2024.8% 2.24% $5.6M 2026-02-14 (Est.) $46.79
2024 Q1 INITIATED 7,201 β€” β€” 0.19% $318K 2024-04-24 $34.14

FAQ About Western Financial Corp/CA and INTC

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 INTC?

Western Financial Corp/CA reported INTC across 2 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

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

The largest reported portfolio weight for INTC was 2.24% in 2025 Q4.

What is the latest reported INTC position on this page?

The most recent filing on this page is 2025 Q4, when Western Financial Corp/CA reported 153,010 shares, equal to 2.24% of portfolio, with an estimated market value of $5.6M.

What does the chart on this INTC ownership page compare?

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