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Western Financial Corp’s Dell DELL Stock Holding History

Western Financial Corp’s Portfolio DELL Stock Details DELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.14M Buy
+2,638
New +$763K 0.33% 53
2024
Q3 		– Sell
-6,097
Closed -$841K – 124
2024
Q2 		$841K Sell
6,097
-800
-12% -$107K 0.51% 59
2024
Q1 		$787K Buy
+6,897
New +$644K 0.48% 66

Other funds holding DELL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Western Financial Corp opened a new position in Dell (DELL) in Q2 2026: 2,638 shares worth $1.14M. The stake represents 0.33% of the portfolio and ranks #53 among its holdings. This is a return to the name: Western Financial Corp previously reported a position in DELL as recently as Q2 2024.

Western Financial Corp first reported a position in DELL in Q1 2024 and has held it in 3 quarters since. 566 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Western Financial Corp held 2,638 shares of Dell worth $1.14M as of Q2 2026.
  • Dell was a new Western Financial Corp position in Q2 2026.
  • Dell made up 0.33% of Western Financial Corp's portfolio in Q2 2026, its #53 holding.
  • Western Financial Corp first reported a position in Dell in Q1 2024 and has held it in 3 quarters since.
  • 566 funds tracked by Wall St. Rank held Dell as of Q2 2026.

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