Western Financial Corp
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Western Financial Corp’s Microsoft MSFT Stock Holding History

Western Financial Corp’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$536K Buy
1,045
+1
+0.1% +$462 0.18% 104
2026
Q2 		$390K Buy
1,044
+166
+19% +$67.2K 0.11% 103
2026
Q1 		$325K Buy
878
+326
+59% +$136K 0.13% 106
2025
Q4 		$267K Buy
552
+1
+0.2% +$501 0.11% 105
2025
Q3 		$285K Sell
551
-1
-0.2% -$510 0.12% 111
2025
Q2 		$275K Hold
552
– – 0.15% 113
2025
Q1 		$207K Sell
552
-858
-61% -$350K 0.12% 118
2024
Q4 		$594K Buy
1,410
+198
+16% +$84.3K 0.33% 81
2024
Q3 		$521K Sell
1,212
-188
-13% -$80.4K 0.3% 83
2024
Q2 		$626K Hold
1,400
– – 0.38% 77
2024
Q1 		$589K Buy
1,400
+156
+13% +$63.2K 0.36% 79
2023
Q4 		$468K Sell
1,244
-27
-2% -$9.6K 0.31% 86
2023
Q3 		$401K Buy
1,271
+255
+25% +$84.3K 0.29% 90
2023
Q2 		$346K Sell
1,016
-52
-5% -$16.3K 0.24% 94
2023
Q1 		$308K Sell
1,068
-2,899
-73% -$739K 0.22% 102
2022
Q4 		$951K Sell
3,967
-2,279
-36% -$547K 0.62% 29
2022
Q3 		$1.46M Buy
6,246
+748
+14% +$198K 1.02% 11
2022
Q2 		$1.41M Sell
5,498
-176
-3% -$47.8K 1% 11
2022
Q1 		$1.75M Buy
5,674
+359
+7% +$108K 1.02% 13
2021
Q4 		$1.79M Buy
5,315
+303
+6% +$98.2K 0.94% 12
2021
Q3 		$1.41M Sell
5,012
-99
-2% -$28.8K 0.84% 11
2021
Q2 		$1.38M Buy
5,111
+283
+6% +$71.9K 0.75% 13
2021
Q1 		$1.14M Buy
4,828
+281
+6% +$65.2K 0.7% 12
2020
Q4 		$1.01M Buy
+4,547
New +$978K 0.66% 15

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Dimensional Fund Advisors
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Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Western Financial Corp's MSFT Position: Q3 2026 in Review

Western Financial Corp increased its Microsoft (MSFT) stake by 0.1% in Q3 2026, buying an estimated $462 and bringing the position to 1,045 shares worth $536K. The position accounts for 0.18% of the portfolio, ranked #104.

Western Financial Corp first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.79M in Q4 2021. 3,489 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Western Financial Corp held 1,045 shares of Microsoft worth $536K as of Q3 2026.
  • Western Financial Corp bought 1 Microsoft share in Q3 2026, an estimated $462.
  • Microsoft made up 0.18% of Western Financial Corp's portfolio in Q3 2026, its #104 holding.
  • Western Financial Corp first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • Western Financial Corp's Microsoft position peaked at $1.79M in Q4 2021.
  • 3,489 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Western Financial Corp's 13F filing for Q3 2026, filed 14 Oct 2026.