West Family Investments, Inc. quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, West Family Investments, Inc. opened 7 positions, added to 26, reduced 18, sold out of 8 and left 1 unchanged. The largest increase in value was TSM (+$2,166,095); the largest decrease was NVS (-$947,508).
- TSM: Country of operation —; Class SPONSORED ADS; Shares 2026-03-31 15,244; Shares 2026-06-30 15,323.
- SAN: Country of operation —; Class ADR; Shares 2026-03-31 30,501; Shares 2026-06-30 66,897.
- HSBC: Country of operation —; Class SPON ADR NEW; Shares 2026-03-31 9,455; Shares 2026-06-30 12,240.
- LPL: Country of operation —; Class SPONS ADR REP; Shares 2026-03-31 42,610; Shares 2026-06-30 127,339.
Two Form 13F-HR filings compared (SEC CIK 1568303): 2026-03-31 (filed 2026-05-07) and 2026-06-30 (filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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