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Independent Financial Group’s Seagate STX Stock Holding History

Independent Financial Group’s Portfolio STX Stock Details STX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.4M Buy
10,783
+521
+5% +$397K 0.19% 98
2026
Q1 		$4.02M Sell
10,262
-4,512
-31% -$1.72M 0.09% 215
2025
Q4 		$4.07M Buy
14,774
+8,784
+147% +$2.28M 0.09% 209
2025
Q3 		$1.41M Buy
5,990
+1,951
+48% +$333K 0.03% 499
2025
Q2 		$583K Hold
4,039
– – 0.02% 713
2025
Q1 		$343K Buy
+4,039
New +$382K 0.01% 871
2024
Q4 		– Sell
-3,254
Closed -$356K – 1238
2024
Q3 		$356K Sell
3,254
-1,000
-24% -$102K 0.01% 804
2024
Q2 		$439K Sell
4,254
-1,695
-28% -$158K 0.02% 659
2024
Q1 		$554K Buy
5,949
+2,984
+101% +$262K 0.03% 549
2023
Q4 		$253K Buy
+2,965
New +$221K 0.01% 799

Other funds holding STX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

Independent Financial Group's STX Position: Q2 2026 in Review

Independent Financial Group increased its Seagate (STX) stake by 5.1% in Q2 2026, buying an estimated $397K and bringing the position to 10,783 shares worth $10.4M. The position accounts for 0.19% of the portfolio, ranked #98.

Independent Financial Group first reported a position in STX in Q4 2023 and has held it in 10 quarters since. 1,948 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Independent Financial Group held 10,783 shares of Seagate worth $10.4M as of Q2 2026.
  • Independent Financial Group bought 521 Seagate shares in Q2 2026, an estimated $397K.
  • Seagate made up 0.19% of Independent Financial Group's portfolio in Q2 2026, its #98 holding.
  • Independent Financial Group first reported a position in Seagate in Q4 2023 and has held it in 10 quarters since.
  • 1,948 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.