Western Financial Corp/CA
Position in BDJ — BlackRock Enhanced Equity Dividend Trust
CIK 1954480
SAN DIEGO, CA
Position in BDJ
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$239,307
+$27,971 QoQ
Shares Held
25,006
+2.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#22
of 49 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BDJ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Western Financial Corp/CA holds $802,693 across 2 Asset Management names. BDJ ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
30,404 | $563,386 | |
| 2 | BDJ |
BlackRock Enhanced Equity Dividend Trust
This page
|
25,006 | $239,307 |
All Filings in BDJ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,307 | 25,006 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $211,336 | 24,517 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $227,823 | 24,032 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $213,529 | 23,439 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $204,132 | 22,962 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $176,042 | 20,470 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $125,119 | 15,111 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||