Plan Group Financial
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Plan Group Financial’s Western Digital WDC Stock Holding History

Plan Group Financial’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
Q3 		$398K Buy
1,092
+160
+17% +$77.8K 0.08% 149
2026
Q2 		$595K Sell
932
-273
-23% -$133K 0.12% 121
2026
Q1 		$326K Sell
1,205
-258
-18% -$67.4K 0.08% 162
2025
Q4 		$252K Buy
+1,463
New +$222K 0.07% 165

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AssetMark Inc
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Wealth Enhancement Advisory Services
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New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Plan Group Financial's WDC Position: Q3 2026 in Review

Plan Group Financial increased its Western Digital (WDC) stake by 17% in Q3 2026, buying an estimated $77.8K and bringing the position to 1,092 shares worth $398K. The position accounts for 0.08% of the portfolio, ranked #149.

Plan Group Financial first reported a position in WDC in Q4 2025 and has held it in 4 quarters since. The position peaked at $595K in Q2 2026. 468 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Plan Group Financial held 1,092 shares of Western Digital worth $398K as of Q3 2026.
  • Plan Group Financial bought 160 Western Digital shares in Q3 2026, an estimated $77.8K.
  • Western Digital made up 0.08% of Plan Group Financial's portfolio in Q3 2026, its #149 holding.
  • Plan Group Financial first reported a position in Western Digital in Q4 2025 and has held it in 4 quarters since.
  • Plan Group Financial's Western Digital position peaked at $595K in Q2 2026.
  • 468 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.