Western Financial Corp’s Expedia Group EXPE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.11M	Buy	4,350 +142	+3%	+$33.7K	0.33%	55
2026 Q1	$972K	Buy	+4,208	New	+$1.03M	0.38%	54
2022 Q2	–	Sell	-2,907	Closed	-$569K	–	96
2022 Q1	$569K	Buy	+2,907	New	+$544K	0.33%	64

Other funds holding EXPE

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

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

RFM

Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Western Financial Corp increased its Expedia Group (EXPE) stake by 3.4% in Q2 2026, buying an estimated $33.7K and bringing the position to 4,350 shares worth $1.11M. The position accounts for 0.33% of the portfolio, ranked #55.

Western Financial Corp first reported a position in EXPE in Q1 2022 and has held it in 3 quarters since. 417 funds tracked by Wall St. Rank hold EXPE as of Q2 2026.

Western Financial Corp held 4,350 shares of Expedia Group worth $1.11M as of Q2 2026.
Western Financial Corp bought 142 Expedia Group shares in Q2 2026, an estimated $33.7K.
Expedia Group made up 0.33% of Western Financial Corp's portfolio in Q2 2026, its #55 holding.
Western Financial Corp first reported a position in Expedia Group in Q1 2022 and has held it in 3 quarters since.
417 funds tracked by Wall St. Rank held Expedia Group as of Q2 2026.

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