IFG
WBA

Independent Financial Group’s Walgreens Boots Alliance WBA Stock Holding History

Independent Financial Group’s Portfolio WBA Stock Details WBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-30,173
Closed -$346K – 1432
2025
Q2 		$346K Sell
30,173
-12,002
-28% -$134K 0.01% 956
2025
Q1 		$471K Sell
42,175
-9,902
-19% -$107K 0.02% 734
2024
Q4 		$486K Sell
52,077
-25,725
-33% -$239K 0.02% 701
2024
Q3 		$697K Buy
77,802
+11,393
+17% +$117K 0.03% 546
2024
Q2 		$803K Buy
66,409
+15,376
+30% +$261K 0.03% 464
2024
Q1 		$1.11M Buy
51,033
+625
+1% +$13.9K 0.05% 348
2023
Q4 		$1.32M Buy
50,408
+5,947
+13% +$133K 0.07% 289
2023
Q3 		$989K Buy
44,461
+4,599
+12% +$122K 0.06% 319
2023
Q2 		$1.14M Buy
39,862
+6,405
+19% +$209K 0.08% 278
2023
Q1 		$1.16M Buy
33,457
+4,945
+17% +$175K 0.09% 250
2022
Q4 		$1.07M Buy
28,512
+2,982
+12% +$112K 0.09% 225
2022
Q3 		$802K Buy
25,530
+5,237
+26% +$194K 0.07% 273
2022
Q2 		$769K Sell
20,293
-569
-3% -$24.5K 0.08% 280
2022
Q1 		$934K Buy
20,862
+23
+0.1% +$1.13K 0.08% 269
2021
Q4 		$1.09M Sell
20,839
-2,627
-11% -$127K 0.09% 232
2021
Q3 		$1.1M Buy
23,466
+3,583
+18% +$173K 0.11% 195
2021
Q2 		$1.05M Buy
19,883
+5,791
+41% +$312K 0.11% 204
2021
Q1 		$774K Sell
14,092
-3,650
-21% -$180K 0.1% 223
2020
Q4 		$708K Sell
17,742
-2,508
-12% -$97.1K 0.1% 223
2020
Q3 		$727K Buy
20,250
+7,278
+56% +$285K 0.14% 168
2020
Q2 		$550K Sell
12,972
-5,151
-28% -$219K 0.12% 206
2020
Q1 		$829K Buy
+18,123
New +$920K 0.24% 103

Other funds holding WBA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
GCM
Greenland Capital Management New York $787M AUM 40.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
PS
PayPay Securities Tokyo, Japan $2.89M AUM 12.57% 1-Year Est. Return

Independent Financial Group's WBA Position: Q3 2025 in Review

Independent Financial Group sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 30,173 shares — an estimated $346K sold.

Independent Financial Group first reported a position in WBA in Q1 2020 and held it in 22 quarters. The position peaked at $1.32M in Q4 2023. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Independent Financial Group reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 30,173 Walgreens Boots Alliance shares in Q3 2025, an estimated $346K.
  • Independent Financial Group first reported a position in Walgreens Boots Alliance in Q1 2020 and held it in 22 quarters.
  • Independent Financial Group's Walgreens Boots Alliance position peaked at $1.32M in Q4 2023.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.