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Western Financial Corp’s Tesla TSLA Stock Holding History

Western Financial Corp’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.69M Sell
6,399
-1,452
-18% -$577K 0.79% 26
2026
Q1 		$2.92M Buy
7,851
+1,935
+33% +$797K 1.14% 18
2025
Q4 		$2.66M Buy
5,916
+93
+2% +$41.2K 1.06% 18
2025
Q3 		$2.59M Sell
5,823
-150
-3% -$52K 1.13% 18
2025
Q2 		$1.9M Sell
5,973
-618
-9% -$186K 1.02% 27
2025
Q1 		$1.71M Sell
6,591
-2,835
-30% -$945K 0.99% 26
2024
Q4 		$3.81M Buy
9,426
+753
+9% +$242K 2.09% 6
2024
Q3 		$2.27M Buy
+8,673
New +$1.98M 1.29% 13
2022
Q3 		– Sell
-2,139
Closed -$480K – 106
2022
Q2 		$480K Sell
2,139
-2,436
-53% -$665K 0.34% 62
2022
Q1 		$1.64M Sell
4,575
-117
-2% -$36.4K 0.95% 16
2021
Q4 		$1.65M Sell
4,692
-606
-11% -$203K 0.87% 19
2021
Q3 		$1.37M Buy
5,298
+282
+6% +$66.4K 0.81% 14
2021
Q2 		$1.14M Buy
+5,016
New +$1.09M 0.61% 29

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Western Financial Corp reduced its Tesla (TSLA) stake by 18% in Q2 2026, selling an estimated $577K and leaving 6,399 shares worth $2.69M. The position accounts for 0.79% of the portfolio, ranked #26.

Western Financial Corp first reported a position in TSLA in Q2 2021 and has held it in 13 quarters since. The position peaked at $3.81M in Q4 2024. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Western Financial Corp held 6,399 shares of Tesla worth $2.69M as of Q2 2026.
  • Western Financial Corp sold 1,452 Tesla shares in Q2 2026, an estimated $577K.
  • Tesla made up 0.79% of Western Financial Corp's portfolio in Q2 2026, its #26 holding.
  • Western Financial Corp first reported a position in Tesla in Q2 2021 and has held it in 13 quarters since.
  • Western Financial Corp's Tesla position peaked at $3.81M in Q4 2024.
  • 2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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