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Western Financial Corp’s NVIDIA NVDA Stock Holding History

Western Financial Corp’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59M Sell
7,969
-263
-3% -$54.1K 0.47% 41
2026
Q1 		$1.44M Sell
8,232
-4,218
-34% -$774K 0.56% 39
2025
Q4 		$2.32M Buy
12,450
+2,604
+26% +$485K 0.92% 22
2025
Q3 		$1.84M Buy
+9,846
New +$1.72M 0.8% 32
2025
Q2 		– Sell
-16,049
Closed -$1.74M – 131
2025
Q1 		$1.74M Sell
16,049
-4,692
-23% -$595K 1.01% 25
2024
Q4 		$2.79M Sell
20,741
-3,803
-15% -$524K 1.53% 7
2024
Q3 		$2.98M Sell
24,544
-6,939
-22% -$820K 1.69% 7
2024
Q2 		$3.89M Sell
31,483
-7,287
-19% -$737K 2.35% 4
2024
Q1 		$3.5M Sell
38,770
-10,460
-21% -$758K 2.15% 5
2023
Q4 		$2.44M Sell
49,230
-1,820
-4% -$84.3K 1.63% 6
2023
Q3 		$2.22M Buy
51,050
+1,350
+3% +$60.5K 1.63% 5
2023
Q2 		$2.1M Buy
49,700
+8,990
+22% +$298K 1.43% 5
2023
Q1 		$1.13M Buy
+40,710
New +$881K 0.8% 22
2022
Q2 		– Sell
-64,500
Closed -$1.76M – 102
2022
Q1 		$1.76M Buy
64,500
+6,710
+12% +$168K 1.02% 10
2021
Q4 		$1.7M Sell
57,790
-7,160
-11% -$197K 0.89% 14
2021
Q3 		$1.35M Sell
64,950
-6,010
-8% -$125K 0.8% 16
2021
Q2 		$1.42M Sell
70,960
-3,040
-4% -$48.7K 0.77% 12
2021
Q1 		$988K Buy
74,000
+13,160
+22% +$177K 0.6% 25
2020
Q4 		$794K Buy
+60,840
New +$815K 0.52% 32

Other funds holding NVDA

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Western Financial Corp reduced its NVIDIA (NVDA) stake by 3.2% in Q2 2026, selling an estimated $54.1K and leaving 7,969 shares worth $1.59M. The position accounts for 0.47% of the portfolio, ranked #41.

Western Financial Corp first reported a position in NVDA in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.89M in Q2 2024. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Western Financial Corp held 7,969 shares of NVIDIA worth $1.59M as of Q2 2026.
  • Western Financial Corp sold 263 NVIDIA shares in Q2 2026, an estimated $54.1K.
  • NVIDIA made up 0.47% of Western Financial Corp's portfolio in Q2 2026, its #41 holding.
  • Western Financial Corp first reported a position in NVIDIA in Q4 2020 and has held it in 19 quarters since.
  • Western Financial Corp's NVIDIA position peaked at $3.89M in Q2 2024.
  • 2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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