Francis Financial’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
Q3
$212K Buy
467
+9
+2% +$4.38K 0.03% 134
2026
Q2
$293K Buy
+458
New +$223K 0.05% 100

Other funds holding WDC

Francis Financial's WDC Position: Q3 2026 in Review

Francis Financial increased its Western Digital (WDC) stake by 2% in Q3 2026, buying an estimated $4.38K and bringing the position to 467 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #134.

Francis Financial first reported a position in WDC in Q2 2026 and has held it in 2 quarters since. The position peaked at $293K in Q2 2026. 1,447 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Francis Financial held 467 shares of Western Digital worth $212K as of Q3 2026.
  • Francis Financial bought 9 Western Digital shares in Q3 2026, an estimated $4.38K.
  • Western Digital made up 0.03% of Francis Financial's portfolio in Q3 2026, its #134 holding.
  • Francis Financial first reported a position in Western Digital in Q2 2026 and has held it in 2 quarters since.
  • Francis Financial's Western Digital position peaked at $293K in Q2 2026.
  • 1,447 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Francis Financial's 13F filing for Q3 2026, filed 9 Nov 2026.