NFLX NETFLIX INC

Ownership history in Western Financial Corp/CA  ·  13 quarters on record

AI Ownership Summary

Western Financial Corp/CA reported NETFLIX INC (NFLX) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.26% in 2025 Q2. The latest visible filing shows NFLX at 0.93% 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 NFLX 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 NETFLIX 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

NFLX was reported at 0.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.26% in 2025 Q2

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

Time in book
Holding Window
2023 Q3 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 NFLX — position size vs. price
% of Fund (quarterly)    NFLX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 25,017 +19,252 +333.9% 0.93% $2.3M 2026-02-14 (Est.) $76.87
2025 Q3 ADDED 5,765 +1,222 +26.9% 3.01% $6.9M 2025-10-21 $124.14
2025 Q2 REDUCED 4,543 -716 -13.6% 3.26% $6.1M 2025-07-17 $127.42
2025 Q1 REDUCED 5,259 -287 -5.2% 2.85% $4.9M 2025-04-23 $104.96
2024 Q4 REDUCED 5,546 -275 -4.7% 2.72% $4.9M 2025-01-24 $97.76
2024 Q3 ADDED 5,821 +1,244 +27.2% 2.34% $4.1M 2024-10-21 $77.21
2024 Q2 ADDED 4,577 +2,482 +118.5% 1.87% $3.1M 2024-07-19 $63.33
2024 Q1 ADDED 2,095 +281 +15.5% 0.78% $1.3M 2024-04-24 $55.51
2023 Q4 ADDED 1,814 +99 +5.8% 0.59% $883K 2024-01-25 $56.20
2023 Q3 ADDED 1,715 +365 +27.0% 0.47% $648K 2023-10-19 $40.18
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Western Financial Corp/CA and NFLX

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 NFLX?

Western Financial Corp/CA reported NFLX across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

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

The largest reported portfolio weight for NFLX was 3.26% in 2025 Q2.

What is the latest reported NFLX position on this page?

The most recent filing on this page is 2025 Q4, when Western Financial Corp/CA reported 25,017 shares, equal to 0.93% of portfolio, with an estimated market value of $2.3M.

What does the chart on this NFLX ownership page compare?

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