Western Financial Corp/CA STX β€” SEAGATE TECHNOLOGY HLDNGS PL

Ownership history in Western Financial Corp/CA  Β·  3 quarters on record

AI Ownership Summary

Western Financial Corp/CA reported SEAGATE TECHNOLOGY HLDNGS PL (STX) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 1.57% in 2026 Q1. The latest visible filing shows STX at 1.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this STX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Western Financial Corp/CA's position in SEAGATE TECHNOLOGY HLDNGS PL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

STX was reported at 1.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.57% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Western Financial Corp/CA held STX β€” position size vs. price
% of Fund (quarterly)    STX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 10,264 +4,736 +85.7% 1.57% $4.0M 2026-04-23 $587.62
2025 Q4 REDUCED 22.9% +42.5% ❌ 5,528 -1,640 -22.9% 0.60% $1.5M 2026-01-21 $343.62
2025 Q3 INITIATED β€” β€” β€” 7,168 β€” β€” 0.74% $1.7M 2025-10-21 $213.64

FAQ About Western Financial Corp/CA and STX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Western Financial Corp/CA reported owning STX?

Western Financial Corp/CA reported STX across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported STX position in Western Financial Corp/CA's portfolio?

The largest reported portfolio weight for STX was 1.57% in 2026 Q1.

What is the latest reported STX position on this page?

The most recent filing on this page is 2026 Q1, when Western Financial Corp/CA reported 10,264 shares, equal to 1.57% of portfolio, with an estimated market value of $4.0M.

What does the chart on this STX ownership page compare?

The chart compares Western Financial Corp/CA's quarterly STX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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