TFC Financial Management’s Western Digital WDC Stock Holding History

TFC Financial Management’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	$59.5K	Buy	131 +116	+773%	+$56.4K	0.01%	271
2026 Q2	$9.6K	Buy	15 +5	+50%	+$2.43K	﹤0.01%	430
2026 Q1	$2.7K	Hold	10	–	–	﹤0.01%	509
2025 Q4	$1.72K	Hold	10	–	–	﹤0.01%	543
2025 Q3	$1.2K	Hold	10	–	–	﹤0.01%	608
2025 Q2	$640	Hold	10	–	–	﹤0.01%	641
2025 Q1	$405	Sell	10 -3	-23%	-$142	﹤0.01%	674
2024 Q4	$597	Hold	13	–	–	﹤0.01%	633
2024 Q3	$683	Buy	13 +2	+18%	+$101	﹤0.01%	624
2024 Q2	$607	Hold	11	–	–	﹤0.01%	609
2024 Q1	$546	Hold	11	–	–	﹤0.01%	624
2023 Q4	$419	Hold	11	–	–	﹤0.01%	622
2023 Q3	$366	Hold	11	–	–	﹤0.01%	641
2023 Q2	$304	Buy	+11	New	+$306	﹤0.01%	637
2022 Q3	–	Sell	-34	Closed	-$1K	–	582
2022 Q2	$1K	Hold	34	–	–	﹤0.01%	511
2022 Q1	$1K	Hold	34	–	–	﹤0.01%	519
2021 Q4	$2K	Hold	34	–	–	﹤0.01%	495
2021 Q3	$1K	Hold	34	–	–	﹤0.01%	557
2021 Q2	$2K	Hold	34	–	–	﹤0.01%	476
2021 Q1	$2K	Hold	34	–	–	﹤0.01%	466
2020 Q4	$1K	Hold	34	–	–	﹤0.01%	540
2020 Q3	$1K	Buy	+34	New	+$1.01K	﹤0.01%	514

Other funds holding WDC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

TFC Financial Management's WDC Position: Q3 2026 in Review

TFC Financial Management increased its Western Digital (WDC) stake by 773% in Q3 2026, buying an estimated $56.4K and bringing the position to 131 shares worth $59.5K. The position accounts for 0.01% of the portfolio, ranked #271.

TFC Financial Management first reported a position in WDC in Q3 2020 and has held it in 22 quarters since. 1,359 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

TFC Financial Management held 131 shares of Western Digital worth $59.5K as of Q3 2026.
TFC Financial Management bought 116 Western Digital shares in Q3 2026, an estimated $56.4K.
Western Digital made up 0.01% of TFC Financial Management's portfolio in Q3 2026, its #271 holding.
TFC Financial Management first reported a position in Western Digital in Q3 2020 and has held it in 22 quarters since.
1,359 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

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