Beacon Financial Group’s Western Digital WDC Stock Holding History

Beacon Financial Group’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 Q2	$365K	Buy	+571	New	+$278K	0.03%	293
2018 Q1	–	Sell	-5,064	Closed	-$304K	–	217
2017 Q4	$304K	Sell	5,064 -55	-1%	-$3.54K	0.05%	170
2017 Q3	$334K	Sell	5,119 -2,262	-31%	-$150K	0.06%	155
2017 Q2	$511K	Sell	7,381 -606	-8%	-$40.3K	0.1%	128
2017 Q1	$505K	Sell	7,987 -799	-9%	-$45.9K	0.1%	122
2016 Q4	$451K	Buy	+8,786	New	+$405K	0.09%	128

Other funds holding WDC

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Beacon Financial Group's WDC Position: Q2 2026 in Review

Beacon Financial Group opened a new position in Western Digital (WDC) in Q2 2026: 571 shares worth $365K. The stake represents 0.03% of the portfolio and ranks #293 among its holdings. This is a return to the name: Beacon Financial Group previously reported a position in WDC as recently as Q4 2017.

Beacon Financial Group first reported a position in WDC in Q4 2016 and has held it in 6 quarters since. The position peaked at $511K in Q2 2017. 386 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Beacon Financial Group held 571 shares of Western Digital worth $365K as of Q2 2026.
Western Digital was a new Beacon Financial Group position in Q2 2026.
Western Digital made up 0.03% of Beacon Financial Group's portfolio in Q2 2026, its #293 holding.
Beacon Financial Group first reported a position in Western Digital in Q4 2016 and has held it in 6 quarters since.
Beacon Financial Group's Western Digital position peaked at $511K in Q2 2017.
386 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.