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Western Financial Corp’s TransDigm Group TDG Stock Holding History

Western Financial Corp’s Portfolio TDG Stock Details TDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13M Sell
851
-542
-39% -$666K 0.33% 54
2026
Q1 		$1.61M Sell
1,393
-43
-3% -$56.4K 0.63% 37
2025
Q4 		$1.91M Sell
1,436
-65
-4% -$85.2K 0.76% 31
2025
Q3 		$1.98M Buy
1,501
+46
+3% +$65.8K 0.86% 28
2025
Q2 		$2.21M Sell
1,455
-9
-0.6% -$12.6K 1.19% 21
2025
Q1 		$2.03M Sell
1,464
-37
-2% -$49.3K 1.18% 17
2024
Q4 		$1.9M Buy
1,501
+9
+0.6% +$11.9K 1.05% 20
2024
Q3 		$2.13M Buy
1,492
+40
+3% +$52K 1.21% 15
2024
Q2 		$1.86M Buy
1,452
+26
+2% +$33.3K 1.12% 20
2024
Q1 		$1.76M Buy
+1,426
New +$1.61M 1.08% 21

Other funds holding TDG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 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
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

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

Western Financial Corp reduced its TransDigm Group (TDG) stake by 39% in Q2 2026, selling an estimated $666K and leaving 851 shares worth $1.13M. The position accounts for 0.33% of the portfolio, ranked #54.

Western Financial Corp first reported a position in TDG in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.21M in Q2 2025. 440 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Western Financial Corp held 851 shares of TransDigm Group worth $1.13M as of Q2 2026.
  • Western Financial Corp sold 542 TransDigm Group shares in Q2 2026, an estimated $666K.
  • TransDigm Group made up 0.33% of Western Financial Corp's portfolio in Q2 2026, its #54 holding.
  • Western Financial Corp first reported a position in TransDigm Group in Q1 2024 and has held it in 10 quarters since.
  • Western Financial Corp's TransDigm Group position peaked at $2.21M in Q2 2025.
  • 440 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

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