RFG Advisory’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$261K Buy
+409
New +$199K ﹤0.01% 984
2026
Q1
Sell
-2,875
Closed -$495K 1113
2025
Q4
$495K Buy
+2,875
New +$436K 0.01% 716
2019
Q4
Sell
-5,004
Closed -$226K 384
2019
Q3
$226K Buy
+5,004
New +$214K 0.05% 294

Other funds holding WDC

RFG Advisory's WDC Position: Q2 2026 in Review

RFG Advisory opened a new position in Western Digital (WDC) in Q2 2026: 409 shares worth $261K. The stake represents ﹤0.01% of the portfolio and ranks #984 among its holdings. This is a return to the name: RFG Advisory previously reported a position in WDC as recently as Q4 2025.

RFG Advisory first reported a position in WDC in Q3 2019 and has held it in 3 quarters since. The position peaked at $495K in Q4 2025. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • RFG Advisory held 409 shares of Western Digital worth $261K as of Q2 2026.
  • Western Digital was a new RFG Advisory position in Q2 2026.
  • Western Digital made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #984 holding.
  • RFG Advisory first reported a position in Western Digital in Q3 2019 and has held it in 3 quarters since.
  • RFG Advisory's Western Digital position peaked at $495K in Q4 2025.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.