Shepherd Financial Partners
STX icon

Shepherd Financial Partners’s Seagate STX Stock Holding History

Shepherd Financial Partners’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
Q3 		$289K Buy
313
+6
+2% +$5.12K 0.02% 213
2026
Q2 		$296K Sell
307
-431
-58% -$329K 0.02% 207
2026
Q1 		$289K Sell
738
-120
-14% -$45.8K 0.03% 206
2025
Q4 		$236K Sell
858
-23
-3% -$5.97K 0.02% 220
2025
Q3 		$208K Buy
+881
New +$150K 0.02% 238

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WCM Investment Management
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Sanders Capital
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Amundi
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Exchange Traded Concepts
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Bank of New York Mellon
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Deutsche Bank
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Dimensional Fund Advisors
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Shepherd Financial Partners's STX Position: Q3 2026 in Review

Shepherd Financial Partners increased its Seagate (STX) stake by 2% in Q3 2026, buying an estimated $5.12K and bringing the position to 313 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #213.

Shepherd Financial Partners first reported a position in STX in Q3 2025 and has held it in 5 quarters since. The position peaked at $296K in Q2 2026. 1,278 funds tracked by Wall St. Rank hold STX as of Q3 2026.

  • Shepherd Financial Partners held 313 shares of Seagate worth $289K as of Q3 2026.
  • Shepherd Financial Partners bought 6 Seagate shares in Q3 2026, an estimated $5.12K.
  • Seagate made up 0.02% of Shepherd Financial Partners's portfolio in Q3 2026, its #213 holding.
  • Shepherd Financial Partners first reported a position in Seagate in Q3 2025 and has held it in 5 quarters since.
  • Shepherd Financial Partners's Seagate position peaked at $296K in Q2 2026.
  • 1,278 funds tracked by Wall St. Rank held Seagate as of Q3 2026.

Based on Shepherd Financial Partners's 13F filing for Q3 2026, filed 3 Nov 2026.