WFC
RTX icon

Western Financial Corp’s RTX Corp RTX Stock Holding History

Western Financial Corp’s Portfolio RTX Stock Details RTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.37M Buy
7,229
+1,188
+20% +$218K 0.4% 49
2026
Q1 		$1.17M Buy
+6,041
New +$1.2M 0.46% 50

Other funds holding RTX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return

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

Western Financial Corp increased its RTX Corp (RTX) stake by 20% in Q2 2026, buying an estimated $218K and bringing the position to 7,229 shares worth $1.37M. The position accounts for 0.4% of the portfolio, ranked #49.

Western Financial Corp first reported a position in RTX in Q1 2026 and has held it in 2 quarters since. 1,686 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Western Financial Corp held 7,229 shares of RTX Corp worth $1.37M as of Q2 2026.
  • Western Financial Corp bought 1,188 RTX Corp shares in Q2 2026, an estimated $218K.
  • RTX Corp made up 0.4% of Western Financial Corp's portfolio in Q2 2026, its #49 holding.
  • Western Financial Corp first reported a position in RTX Corp in Q1 2026 and has held it in 2 quarters since.
  • 1,686 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

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