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Western Financial Corp’s Amazon AMZN Stock Holding History

Western Financial Corp’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$482K Buy
2,021
+333
+20% +$83.6K 0.14% 99
2026
Q1 		$352K Sell
1,688
-1,388
-45% -$306K 0.14% 105
2025
Q4 		$710K Buy
3,076
+44
+1% +$10.1K 0.28% 75
2025
Q3 		$666K Buy
3,032
+26
+0.9% +$5.88K 0.29% 82
2025
Q2 		$659K Buy
3,006
+83
+3% +$16.4K 0.35% 81
2025
Q1 		$556K Buy
2,923
+139
+5% +$30.2K 0.32% 85
2024
Q4 		$611K Sell
2,784
-543
-16% -$111K 0.34% 78
2024
Q3 		$620K Sell
3,327
-3,983
-54% -$727K 0.35% 80
2024
Q2 		$1.41M Sell
7,310
-191
-3% -$35.1K 0.85% 26
2024
Q1 		$1.35M Buy
7,501
+2,063
+38% +$344K 0.83% 25
2023
Q4 		$826K Buy
5,438
+316
+6% +$44.3K 0.55% 41
2023
Q3 		$651K Buy
+5,122
New +$686K 0.48% 64
2022
Q2 		– Sell
-10,000
Closed -$1.63M – 94
2022
Q1 		$1.63M Buy
10,000
+780
+8% +$121K 0.95% 18
2021
Q4 		$1.54M Buy
9,220
+1,260
+16% +$216K 0.81% 25
2021
Q3 		$1.31M Buy
7,960
+400
+5% +$69K 0.78% 19
2021
Q2 		$1.3M Buy
7,560
+580
+8% +$96.4K 0.7% 17
2021
Q1 		$1.08M Buy
6,980
+620
+10% +$98.3K 0.66% 17
2020
Q4 		$1.03M Buy
+6,360
New +$1.01M 0.68% 12

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Western Financial Corp's AMZN Position: Q2 2026 in Review

Western Financial Corp increased its Amazon (AMZN) stake by 20% in Q2 2026, buying an estimated $83.6K and bringing the position to 2,021 shares worth $482K. The position accounts for 0.14% of the portfolio, ranked #99.

Western Financial Corp first reported a position in AMZN in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.63M in Q1 2022. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Western Financial Corp held 2,021 shares of Amazon worth $482K as of Q2 2026.
  • Western Financial Corp bought 333 Amazon shares in Q2 2026, an estimated $83.6K.
  • Amazon made up 0.14% of Western Financial Corp's portfolio in Q2 2026, its #99 holding.
  • Western Financial Corp first reported a position in Amazon in Q4 2020 and has held it in 18 quarters since.
  • Western Financial Corp's Amazon position peaked at $1.63M in Q1 2022.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.