WFC
IT icon

Western Financial Corp’s Gartner IT Stock Holding History

Western Financial Corp’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,251
Closed -$945K – 129
2025
Q1 		$945K Sell
2,251
-8
-0.4% -$3.94K 0.55% 56
2024
Q4 		$1.09M Buy
2,259
+23
+1% +$11.9K 0.6% 43
2024
Q3 		$1.13M Sell
2,236
-17
-0.8% -$8.17K 0.64% 45
2024
Q2 		$1.01M Buy
2,253
+47
+2% +$20.9K 0.61% 46
2024
Q1 		$1.05M Buy
2,206
+490
+29% +$226K 0.64% 38
2023
Q4 		$774K Sell
1,716
-200
-10% -$79.9K 0.52% 52
2023
Q3 		$658K Sell
1,916
-25
-1% -$8.72K 0.48% 62
2023
Q2 		$680K Buy
1,941
+2
+0.1% +$651 0.46% 67
2023
Q1 		$632K Buy
1,939
+81
+4% +$26.8K 0.45% 68
2022
Q4 		$625K Sell
1,858
-493
-21% -$159K 0.4% 64
2022
Q3 		$650K Buy
2,351
+394
+20% +$110K 0.45% 52
2022
Q2 		$473K Sell
1,957
-48
-2% -$12.8K 0.34% 64
2022
Q1 		$596K Sell
2,005
-22
-1% -$6.37K 0.35% 60
2021
Q4 		$678K Buy
2,027
+420
+26% +$135K 0.36% 64
2021
Q3 		$488K Buy
+1,607
New +$466K 0.29% 67

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Western Financial Corp's IT Position: Q2 2025 in Review

Western Financial Corp sold out of Gartner (IT) in Q2 2025, closing a stake of 2,251 shares — an estimated $945K sold.

Western Financial Corp first reported a position in IT in Q3 2021 and held it in 15 quarters. The position peaked at $1.13M in Q3 2024. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

  • Western Financial Corp reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
  • Western Financial Corp sold 2,251 Gartner shares in Q2 2025, an estimated $945K.
  • Western Financial Corp first reported a position in Gartner in Q3 2021 and held it in 15 quarters.
  • Western Financial Corp's Gartner position peaked at $1.13M in Q3 2024.
  • 897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Western Financial Corp's 13F filing for Q2 2025, filed 17 Jul 2025.