Beacon Financial Advisory’s Western Digital WDC Stock Holding History

Beacon Financial Advisory’s Portfolio WDC Stock Details WDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$400K	Buy	881 +4	+0.5%	+$1.94K	0.08%	291
2026 Q2	$560K	Sell	877 -94	-10%	-$45.7K	0.11%	222
2026 Q1	$263K	Buy	+971	New	+$253K	0.06%	331
2020 Q3	–	Sell	-7,263	Closed	-$242K	–	187
2020 Q2	$242K	Hold	7,263	–	–	0.26%	119
2020 Q1	$228K	Buy	7,263 +119	+2%	+$5.27K	0.29%	112
2019 Q4	$342K	Buy	+7,144	New	+$298K	0.29%	102

Other funds holding WDC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Beacon Financial Advisory's WDC Position: Q3 2026 in Review

Beacon Financial Advisory increased its Western Digital (WDC) stake by 0.46% in Q3 2026, buying an estimated $1.94K and bringing the position to 881 shares worth $400K. The position accounts for 0.08% of the portfolio, ranked #291.

Beacon Financial Advisory first reported a position in WDC in Q4 2019 and has held it in 6 quarters since. The position peaked at $560K in Q2 2026. 984 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

Beacon Financial Advisory held 881 shares of Western Digital worth $400K as of Q3 2026.
Beacon Financial Advisory bought 4 Western Digital shares in Q3 2026, an estimated $1.94K.
Western Digital made up 0.08% of Beacon Financial Advisory's portfolio in Q3 2026, its #291 holding.
Beacon Financial Advisory first reported a position in Western Digital in Q4 2019 and has held it in 6 quarters since.
Beacon Financial Advisory's Western Digital position peaked at $560K in Q2 2026.
984 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.