WFC
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Western Financial Corp’s Home Depot HD Stock Holding History

Western Financial Corp’s Portfolio HD Stock Details HD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$200K Buy
+568
New +$185K 0.06% 130
2025
Q4 		– Sell
-625
Closed -$253K – 117
2025
Q3 		$253K Sell
625
-1,834
-75% -$721K 0.11% 115
2025
Q2 		$902K Sell
2,459
-56
-2% -$20.3K 0.48% 59
2025
Q1 		$922K Sell
2,515
-2,866
-53% -$1.12M 0.54% 59
2024
Q4 		$2.09M Sell
5,381
-43
-0.8% -$17.6K 1.15% 17
2024
Q3 		$2.2M Sell
5,424
-52
-0.9% -$19K 1.25% 14
2024
Q2 		$1.88M Buy
5,476
+378
+7% +$129K 1.14% 18
2024
Q1 		$1.96M Buy
5,098
+341
+7% +$125K 1.2% 12
2023
Q4 		$1.65M Sell
4,757
-83
-2% -$25.7K 1.1% 12
2023
Q3 		$1.46M Sell
4,840
-201
-4% -$64.6K 1.07% 15
2023
Q2 		$1.57M Sell
5,041
-196
-4% -$57.9K 1.07% 11
2023
Q1 		$1.55M Buy
5,237
+114
+2% +$35K 1.1% 11
2022
Q4 		$1.62M Buy
5,123
+42
+0.8% +$12.8K 1.05% 9
2022
Q3 		$1.4M Buy
5,081
+408
+9% +$120K 0.98% 12
2022
Q2 		$1.28M Sell
4,673
-318
-6% -$93.9K 0.91% 18
2022
Q1 		$1.49M Buy
4,991
+512
+11% +$178K 0.87% 25
2021
Q4 		$1.86M Buy
4,479
+20
+0.4% +$7.61K 0.98% 10
2021
Q3 		$1.46M Sell
4,459
-826
-16% -$271K 0.87% 9
2021
Q2 		$1.69M Buy
5,285
+296
+6% +$94.1K 0.91% 10
2021
Q1 		$1.52M Buy
4,989
+564
+13% +$155K 0.93% 9
2020
Q4 		$1.18M Buy
+4,425
New +$1.22M 0.77% 11

Other funds holding HD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Western Financial Corp opened a new position in Home Depot (HD) in Q2 2026: 568 shares worth $200K. The stake represents 0.06% of the portfolio and ranks #130 among its holdings. This is a return to the name: Western Financial Corp previously reported a position in HD as recently as Q3 2025.

Western Financial Corp first reported a position in HD in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.2M in Q3 2024. 2,098 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Western Financial Corp held 568 shares of Home Depot worth $200K as of Q2 2026.
  • Home Depot was a new Western Financial Corp position in Q2 2026.
  • Home Depot made up 0.06% of Western Financial Corp's portfolio in Q2 2026, its #130 holding.
  • Western Financial Corp first reported a position in Home Depot in Q4 2020 and has held it in 21 quarters since.
  • Western Financial Corp's Home Depot position peaked at $2.2M in Q3 2024.
  • 2,098 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

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