Western Financial Corp’s Cloudflare NET Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.57M	Buy	6,404 +157	+3%	+$34.3K	0.46%	42
2026 Q1	$1.29M	Sell	6,247 -513	-8%	-$97.8K	0.5%	45
2025 Q4	$1.33M	Sell	6,760 -33	-0.5%	-$6.98K	0.53%	49
2025 Q3	$1.46M	Sell	6,793 -1,584	-19%	-$323K	0.63%	41
2025 Q2	$1.64M	Sell	8,377 -150	-2%	-$21.8K	0.88%	30
2025 Q1	$961K	Sell	8,527 -3,519	-29%	-$466K	0.56%	55
2024 Q4	$1.3M	Sell	12,046 -94	-0.8%	-$9.18K	0.71%	35
2024 Q3	$982K	Hold	12,140	–	–	0.56%	53
2024 Q2	$1.01M	Buy	12,140 +1,416	+13%	+$114K	0.61%	47
2024 Q1	$1.04M	Buy	10,724 +385	+4%	+$34.9K	0.64%	40
2023 Q4	$861K	Sell	10,339 -95	-0.9%	-$6.64K	0.58%	36
2023 Q3	$658K	Buy	10,434 +23	+0.2%	+$1.47K	0.48%	63
2023 Q2	$681K	Sell	10,411 -157	-1%	-$9.37K	0.46%	66
2023 Q1	$652K	Buy	+10,568	New	+$578K	0.46%	63

Other funds holding NET

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

CAM

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Western Financial Corp increased its Cloudflare (NET) stake by 2.5% in Q2 2026, buying an estimated $34.3K and bringing the position to 6,404 shares worth $1.57M. The position accounts for 0.46% of the portfolio, ranked #42.

Western Financial Corp first reported a position in NET in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.64M in Q2 2025. 440 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Western Financial Corp held 6,404 shares of Cloudflare worth $1.57M as of Q2 2026.
Western Financial Corp bought 157 Cloudflare shares in Q2 2026, an estimated $34.3K.
Cloudflare made up 0.46% of Western Financial Corp's portfolio in Q2 2026, its #42 holding.
Western Financial Corp first reported a position in Cloudflare in Q1 2023 and has held it in 14 quarters since.
Western Financial Corp's Cloudflare position peaked at $1.64M in Q2 2025.
440 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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