Allegiance Financial Group Advisory Services’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.02M Sell
1,600
-371
-19% -$180K 0.18% 49
2026
Q1
$533K Buy
1,971
+557
+39% +$145K 0.11% 75
2025
Q4
$244K Buy
+1,414
New +$214K 0.05% 156

Other funds holding WDC

Allegiance Financial Group Advisory Services's WDC Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services reduced its Western Digital (WDC) stake by 19% in Q2 2026, selling an estimated $180K and leaving 1,600 shares worth $1.02M. The position accounts for 0.18% of the portfolio, ranked #49.

Allegiance Financial Group Advisory Services first reported a position in WDC in Q4 2025 and has held it in 3 quarters since. 1,845 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 1,600 shares of Western Digital worth $1.02M as of Q2 2026.
  • Allegiance Financial Group Advisory Services sold 371 Western Digital shares in Q2 2026, an estimated $180K.
  • Western Digital made up 0.18% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #49 holding.
  • Allegiance Financial Group Advisory Services first reported a position in Western Digital in Q4 2025 and has held it in 3 quarters since.
  • 1,845 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.