Western Financial Corp’s T-Mobile US TMUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,241	Closed	-$1.67M	–	148
2025 Q4	$1.67M	Sell	8,241 -1,711	-17%	-$363K	0.66%	38
2025 Q3	$2.38M	Buy	9,952 +341	+4%	+$82.5K	1.04%	21
2025 Q2	$2.29M	Buy	9,611 +8,232	+597%	+$2.01M	1.23%	16
2025 Q1	$368K	Buy	+1,379	New	+$340K	0.21%	96
2023 Q3	–	Sell	-3,708	Closed	-$515K	–	121
2023 Q2	$515K	Buy	3,708 +651	+21%	+$91.4K	0.35%	83
2023 Q1	$443K	Buy	3,057 +833	+37%	+$121K	0.32%	93
2022 Q4	$311K	Buy	+2,224	New	+$320K	0.2%	91
2021 Q3	–	Sell	-3,365	Closed	-$487K	–	96
2021 Q2	$487K	Buy	3,365 +196	+6%	+$27K	0.26%	62
2021 Q1	$397K	Buy	3,169 +203	+7%	+$25.6K	0.24%	59
2020 Q4	$399K	Buy	+2,966	New	+$366K	0.26%	56

Other funds holding TMUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Western Financial Corp's TMUS Position: Q1 2026 in Review

Western Financial Corp sold out of T-Mobile US (TMUS) in Q1 2026, closing a stake of 8,241 shares — an estimated $1.67M sold.

Western Financial Corp first reported a position in TMUS in Q4 2020 and held it in 10 quarters. The position peaked at $2.38M in Q3 2025. 1,720 funds tracked by Wall St. Rank hold TMUS as of Q1 2026.

Western Financial Corp reported no remaining T-Mobile US position as of Q1 2026 after selling out during the quarter.
Western Financial Corp sold 8,241 T-Mobile US shares in Q1 2026, an estimated $1.67M.
Western Financial Corp first reported a position in T-Mobile US in Q4 2020 and held it in 10 quarters.
Western Financial Corp's T-Mobile US position peaked at $2.38M in Q3 2025.
1,720 funds tracked by Wall St. Rank held T-Mobile US as of Q1 2026.

Based on Western Financial Corp's 13F filing for Q1 2026, filed 23 Apr 2026.