Community Financial Services Group’s Whirlpool WHR Stock Holding History

Community Financial Services Group’s Portfolio WHR Stock Details WHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$51.2K	Buy	1,275 +635	+99%	+$29.7K	0.01%	233
2026 Q1	$34.7K	Buy	+640	New	+$47K	0.01%	212
2025 Q1	–	Sell	-1,906	Closed	-$218K	–	118
2024 Q4	$218K	Sell	1,906 -521	-21%	-$57.5K	0.04%	113
2024 Q3	$260K	Sell	2,427 -160	-6%	-$16.1K	0.05%	111
2024 Q2	$264K	Sell	2,587 -1,637	-39%	-$160K	0.06%	114
2024 Q1	$505K	Buy	+4,224	New	+$471K	0.12%	108
2023 Q3	$2.6M	Buy	+19,420	New	+$2.74M	0.65%	36
2021 Q4	$3.43M	Buy	14,608 +560	+4%	+$123K	0.86%	30
2021 Q3	$2.86M	Sell	14,048 -2,378	-14%	-$522K	0.78%	32
2021 Q2	$3.58M	Buy	16,426 +180	+1%	+$41.9K	1%	31
2021 Q1	$3.58M	Sell	16,246 -620	-4%	-$123K	1.06%	29
2020 Q4	$3.04M	Sell	16,866 -1,235	-7%	-$237K	0.96%	34
2020 Q3	$3.33M	Sell	18,101 -7,265	-29%	-$1.21M	1.23%	31
2020 Q2	$3.29M	Sell	25,366 -40,565	-62%	-$4.64M	1.25%	31
2020 Q1	$5.66M	Buy	65,931 +4,410	+7%	+$579K	1.93%	22
2019 Q4	$9.08M	Sell	61,521 -9,953	-14%	-$1.5M	2.36%	14
2019 Q3	$11.3M	Buy	71,474 +965	+1%	+$139K	3.27%	9
2019 Q2	$10M	Buy	70,509 +2,170	+3%	+$291K	3.43%	7
2019 Q1	$9.08M	Buy	68,339 +1,185	+2%	+$157K	3.09%	8
2018 Q4	$7.18M	Buy	67,154 +41,039	+157%	+$4.66M	2.72%	13
2018 Q3	$3.1M	Sell	26,115 -531	-2%	-$70.4K	1.06%	30
2018 Q2	$3.9M	Buy	26,646 +625	+2%	+$95K	1.39%	27
2018 Q1	$3.98M	Buy	26,021 +516	+2%	+$86.2K	1.56%	29
2017 Q4	$4.3M	Buy	25,505 +570	+2%	+$96.6K	1.67%	28
2017 Q3	$4.6M	Buy	24,935 +1,100	+5%	+$197K	1.88%	27
2017 Q2	$4.57M	Buy	23,835 +810	+4%	+$148K	2.01%	26
2017 Q1	$3.94M	Buy	23,025 +1,310	+6%	+$233K	1.77%	28
2016 Q4	$3.95M	Buy	+21,715	New	+$3.6M	1.86%	28
2015 Q4	–	Sell	-175	Closed	-$26K	–	229
2015 Q3	$26K	Hold	175	–	–	0.01%	164
2015 Q2	$30K	Buy	175 +147	+525%	+$27.6K	0.01%	164
2015 Q1	$6K	Buy	+28	New	+$5.69K	﹤0.01%	263

Other funds holding WHR

QAM

QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Community Financial Services Group's WHR Position: Q2 2026 in Review

Community Financial Services Group increased its Whirlpool (WHR) stake by 99% in Q2 2026, buying an estimated $29.7K and bringing the position to 1,275 shares worth $51.2K. The position accounts for 0.01% of the portfolio, ranked #233.

Community Financial Services Group first reported a position in WHR in Q1 2015 and has held it in 31 quarters since. The position peaked at $11.3M in Q3 2019. 60 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

Community Financial Services Group held 1,275 shares of Whirlpool worth $51.2K as of Q2 2026.
Community Financial Services Group bought 635 Whirlpool shares in Q2 2026, an estimated $29.7K.
Whirlpool made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #233 holding.
Community Financial Services Group first reported a position in Whirlpool in Q1 2015 and has held it in 31 quarters since.
Community Financial Services Group's Whirlpool position peaked at $11.3M in Q3 2019.
60 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.