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BFC Planning, Inc.’s Western Digital WDC Stock Holding History

BFC Planning, Inc.’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 		$5.61M Buy
8,788
+5,549
+171% +$2.7M 0.23% 92
2026
Q1 		$876K Sell
3,239
-1,166
-26% -$304K 0.04% 396
2025
Q4 		$759K Buy
4,405
+4,034
+1,087% +$612K 0.03% 435
2025
Q3 		$44.5K Buy
371
+175
+89% +$14.3K ﹤0.01% 1241
2025
Q2 		$12.5K Buy
196
+81
+70% +$3.86K ﹤0.01% 1701
2025
Q1 		$4.65K Sell
115
-172
-60% -$8.16K ﹤0.01% 2043
2024
Q4 		$12.9K Buy
+287
New +$14.4K ﹤0.01% 1650

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFC Planning, Inc.'s WDC Position: Q2 2026 in Review

BFC Planning, Inc. increased its Western Digital (WDC) stake by 171% in Q2 2026, buying an estimated $2.7M and bringing the position to 8,788 shares worth $5.61M. The position accounts for 0.23% of the portfolio, ranked #92.

BFC Planning, Inc. first reported a position in WDC in Q4 2024 and has held it in 7 quarters since. 1,855 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • BFC Planning, Inc. held 8,788 shares of Western Digital worth $5.61M as of Q2 2026.
  • BFC Planning, Inc. bought 5,549 Western Digital shares in Q2 2026, an estimated $2.7M.
  • Western Digital made up 0.23% of BFC Planning, Inc.'s portfolio in Q2 2026, its #92 holding.
  • BFC Planning, Inc. first reported a position in Western Digital in Q4 2024 and has held it in 7 quarters since.
  • 1,855 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.