SYM Financial Corp
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SYM Financial Corp’s Western Digital WDC Stock Holding History

SYM Financial Corp’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 		$817K Sell
1,798
-260
-13% -$126K 0.06% 98
2026
Q2 		$1.31M Sell
2,058
-1,227
-37% -$597K 0.11% 57
2026
Q1 		$889K Sell
3,285
-514
-14% -$134K 0.09% 65
2025
Q4 		$654K Buy
3,799
+242
+7% +$36.7K 0.07% 90
2025
Q3 		$427K Buy
3,557
+44
+1% +$3.6K 0.05% 140
2025
Q2 		$225K Buy
+3,513
New +$167K 0.03% 282

Other funds holding WDC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

SYM Financial Corp's WDC Position: Q3 2026 in Review

SYM Financial Corp reduced its Western Digital (WDC) stake by 13% in Q3 2026, selling an estimated $126K and leaving 1,798 shares worth $817K. The position accounts for 0.06% of the portfolio, ranked #98.

SYM Financial Corp first reported a position in WDC in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.31M in Q2 2026. 905 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • SYM Financial Corp held 1,798 shares of Western Digital worth $817K as of Q3 2026.
  • SYM Financial Corp sold 260 Western Digital shares in Q3 2026, an estimated $126K.
  • Western Digital made up 0.06% of SYM Financial Corp's portfolio in Q3 2026, its #98 holding.
  • SYM Financial Corp first reported a position in Western Digital in Q2 2025 and has held it in 6 quarters since.
  • SYM Financial Corp's Western Digital position peaked at $1.31M in Q2 2026.
  • 905 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.