Western Financial Corp’s Amphenol APH Stock Holding History

Western Financial Corp’s Portfolio APH Stock Details APH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.32M	Sell	27,489 -463	-2%	-$37.3K	0.77%	32
2026 Q2	$2.46M	Buy	27,952 +10	+0%	+$721	0.72%	29
2026 Q1	$1.77M	Buy	27,942 +776	+3%	+$54.6K	0.69%	33
2025 Q4	$1.84M	Buy	27,166 +10,112	+59%	+$676K	0.73%	36
2025 Q3	$1.06M	Sell	17,054 -1,678	-9%	-$92.1K	0.46%	57
2025 Q2	$925K	Sell	18,732 -6,094	-25%	-$249K	0.5%	56
2025 Q1	$814K	Sell	24,826 -1,018	-4%	-$34.7K	0.47%	67
2024 Q4	$897K	Buy	25,844 +1,844	+8%	+$64.5K	0.49%	51
2024 Q3	$782K	Buy	+24,000	New	+$778K	0.44%	69

Other funds holding APH

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Western Financial Corp's APH Position: Q3 2026 in Review

Western Financial Corp reduced its Amphenol (APH) stake by 1.7% in Q3 2026, selling an estimated $37.3K and leaving 27,489 shares worth $2.32M. The position accounts for 0.77% of the portfolio, ranked #32.

Western Financial Corp first reported a position in APH in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.46M in Q2 2026. 1,550 funds tracked by Wall St. Rank hold APH as of Q3 2026.

Western Financial Corp held 27,489 shares of Amphenol worth $2.32M as of Q3 2026.
Western Financial Corp sold 463 Amphenol shares in Q3 2026, an estimated $37.3K.
Amphenol made up 0.77% of Western Financial Corp's portfolio in Q3 2026, its #32 holding.
Western Financial Corp first reported a position in Amphenol in Q3 2024 and has held it in 9 quarters since.
Western Financial Corp's Amphenol position peaked at $2.46M in Q2 2026.
1,550 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Western Financial Corp's 13F filing for Q3 2026, filed 14 Oct 2026.