Western Financial Corp’s Zillow Z Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,715	Closed	-$497K	–	141
2024 Q4	$497K	Buy	+6,715	New	+$480K	0.27%	89

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Western Financial Corp's Z Position: Q1 2025 in Review

Western Financial Corp sold out of Zillow (Z) in Q1 2025, closing a stake of 6,715 shares — an estimated $497K sold.

Western Financial Corp first reported a position in Z in Q4 2024 and held it in 1 quarter. The position peaked at $497K in Q4 2024. 499 funds tracked by Wall St. Rank hold Z as of Q1 2025.

Western Financial Corp reported no remaining Zillow position as of Q1 2025 after selling out during the quarter.
Western Financial Corp sold 6,715 Zillow shares in Q1 2025, an estimated $497K.
Western Financial Corp first reported a position in Zillow in Q4 2024 and held it in 1 quarter.
Western Financial Corp's Zillow position peaked at $497K in Q4 2024.
499 funds tracked by Wall St. Rank held Zillow as of Q1 2025.

Based on Western Financial Corp's 13F filing for Q1 2025, filed 23 Apr 2025.