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Patriot Financial Group Insurance Agency’s Western Digital WDC Stock Holding History

Patriot Financial Group Insurance Agency’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 		$410K Sell
642
-574
-47% -$279K 0.04% 341
2026
Q1 		$329K Buy
+1,216
New +$317K 0.02% 544
2022
Q3 		– Sell
-1,416
Closed -$48K – 1933
2022
Q2 		$48K Sell
1,416
-811
-36% -$32.6K 0.01% 748
2022
Q1 		$84K Sell
2,227
-595
-21% -$24.4K 0.02% 629
2021
Q4 		$139K Sell
2,822
-685
-20% -$29.8K 0.02% 553
2021
Q3 		$150K Sell
3,507
-3,407
-49% -$162K 0.03% 521
2021
Q2 		$372K Sell
6,914
-402
-5% -$21.7K 0.07% 290
2021
Q1 		$369K Buy
7,316
+63
+0.9% +$2.95K 0.08% 247
2020
Q4 		$304K Sell
7,253
-674
-9% -$22.4K 0.08% 259
2020
Q3 		$219K Sell
7,927
-536
-6% -$15.9K 0.07% 253
2020
Q2 		$282K Buy
8,463
+2,005
+31% +$65K 0.11% 182
2020
Q1 		$203K Buy
6,458
+3,848
+147% +$170K 0.09% 208
2019
Q4 		$125K Sell
2,610
-437
-14% -$18.2K 0.05% 301
2019
Q3 		$137K Sell
3,047
-144
-5% -$6.15K 0.06% 263
2019
Q2 		$117K Buy
3,191
+3,102
+3,485% +$106K 0.05% 286
2019
Q1 		$3K Buy
+89
New +$3.05K ﹤0.01% 974
2018
Q2 		– Sell
-701
Closed -$48K – 921
2018
Q1 		$48K Buy
701
+365
+109% +$24.6K 0.04% 324
2017
Q4 		$20K Sell
336
-99
-23% -$6.37K 0.02% 462
2017
Q3 		$28K Hold
435
– – 0.03% 349
2017
Q2 		$29K Buy
435
+71
+20% +$4.72K 0.03% 325
2017
Q1 		$23K Buy
364
+99
+37% +$5.69K 0.02% 337
2016
Q4 		$15K Buy
+265
New +$12.2K 0.02% 406

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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WDC Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Western Digital (WDC) stake by 47% in Q2 2026, selling an estimated $279K and leaving 642 shares worth $410K. The position accounts for 0.04% of the portfolio, ranked #341.

Patriot Financial Group Insurance Agency first reported a position in WDC in Q4 2016 and has held it in 22 quarters since. 847 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 642 shares of Western Digital worth $410K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 574 Western Digital shares in Q2 2026, an estimated $279K.
  • Western Digital made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #341 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Western Digital in Q4 2016 and has held it in 22 quarters since.
  • 847 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.