Western Financial Corp’s CrowdStrike CRWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.94M	Sell	10,152 -196	-2%	-$27.8K	0.57%	36
2026 Q1	$1.01M	Sell	10,348 -20,552	-67%	-$2.18M	0.4%	53
2025 Q4	$3.62M	Sell	30,900 -72	-0.2%	-$9.17K	1.44%	13
2025 Q3	$3.8M	Buy	30,972 +13,340	+76%	+$1.52M	1.65%	8
2025 Q2	$2.25M	Buy	17,632 +4,912	+39%	+$532K	1.2%	19
2025 Q1	$1.12M	Sell	12,720 -3,228	-20%	-$308K	0.65%	40
2024 Q4	$1.36M	Sell	15,948 -464	-3%	-$38.6K	0.75%	33
2024 Q3	$1.15M	Sell	16,412 -7,000	-30%	-$497K	0.65%	42
2024 Q2	$2.24M	Sell	23,412 -2,792	-11%	-$232K	1.35%	9
2024 Q1	$2.1M	Buy	+26,204	New	+$2.01M	1.29%	10
2021 Q4	–	Sell	-7,444	Closed	-$457K	–	88
2021 Q3	$457K	Buy	+7,444	New	+$480K	0.27%	70

Other funds holding CRWD

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Western Financial Corp reduced its CrowdStrike (CRWD) stake by 1.9% in Q2 2026, selling an estimated $27.8K and leaving 10,152 shares worth $1.94M. The position accounts for 0.57% of the portfolio, ranked #36.

Western Financial Corp first reported a position in CRWD in Q3 2021 and has held it in 11 quarters since. The position peaked at $3.8M in Q3 2025. 1,112 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Western Financial Corp held 10,152 shares of CrowdStrike worth $1.94M as of Q2 2026.
Western Financial Corp sold 196 CrowdStrike shares in Q2 2026, an estimated $27.8K.
CrowdStrike made up 0.57% of Western Financial Corp's portfolio in Q2 2026, its #36 holding.
Western Financial Corp first reported a position in CrowdStrike in Q3 2021 and has held it in 11 quarters since.
Western Financial Corp's CrowdStrike position peaked at $3.8M in Q3 2025.
1,112 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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