WFC
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Western Financial Corp’s Atlassian TEAM Stock Holding History

Western Financial Corp’s Portfolio TEAM Stock Details TEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,021
Closed -$614K – 128
2025
Q2 		$614K Sell
3,021
-3,398
-53% -$708K 0.33% 83
2025
Q1 		$1.36M Buy
6,419
+4,212
+191% +$1.11M 0.79% 35
2024
Q4 		$537K Buy
+2,207
New +$505K 0.3% 86

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Western Financial Corp's TEAM Position: Q3 2025 in Review

Western Financial Corp sold out of Atlassian (TEAM) in Q3 2025, closing a stake of 3,021 shares — an estimated $614K sold.

Western Financial Corp first reported a position in TEAM in Q4 2024 and held it in 3 quarters. The position peaked at $1.36M in Q1 2025. 761 funds tracked by Wall St. Rank hold TEAM as of Q3 2025.

  • Western Financial Corp reported no remaining Atlassian position as of Q3 2025 after selling out during the quarter.
  • Western Financial Corp sold 3,021 Atlassian shares in Q3 2025, an estimated $614K.
  • Western Financial Corp first reported a position in Atlassian in Q4 2024 and held it in 3 quarters.
  • Western Financial Corp's Atlassian position peaked at $1.36M in Q1 2025.
  • 761 funds tracked by Wall St. Rank held Atlassian as of Q3 2025.

Based on Western Financial Corp's 13F filing for Q3 2025, filed 21 Oct 2025.