Western Financial Corp/CA

Position in MSFT — Microsoft Corp

CIK 1954480 SAN DIEGO, CA

Position in MSFT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$389,432

+$64,423 QoQ

Shares Held

1,044

+18.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#5,852

of 6,194 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Western Financial Corp/CA holds $2,959,872 across 5 Software - Infrastructure names. MSFT ranks #3 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NET	Cloudflare, Inc.	6,404	$1,570,773
2	CRWD	CrowdStrike Holdings, Inc.	10,152	$484,212
3	MSFT	Microsoft Corp This page	1,044	$389,432
4	PLTR	Palantir Technologies Inc.	2,524	$294,475
5	PANW	Palo Alto Networks Inc	648	$220,980

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$389,432	1,044	+18.9%	Shares	Sole	2026-07-22
2026-03-31	$325,009	878	+59.1%	Shares	Sole	2026-04-23
2025-12-31	$266,958	552	+0.2%	Shares	Sole	2026-01-21
2025-09-30	$285,390	551	-0.2%	Shares	Sole	2025-10-21
2025-06-30	$274,570	552	0.0%	Shares	Sole	2025-07-17
2025-03-31	$207,215	552	-60.9%	Shares	Sole	2025-04-23
2024-12-31	$594,315	1,410	+16.3%	Shares	Sole	2025-01-24
2024-09-30	$521,523	1,212	-13.4%	Shares	Sole	2024-10-21
2024-06-30	$625,730	1,400	0.0%	Shares	Sole	2024-07-19
2024-03-31	$589,008	1,400	+12.5%	Shares	Sole	2024-04-24
2023-12-31	$467,793	1,244	-2.1%	Shares	Sole	2024-01-25
2023-09-30	$401,318	1,271	+25.1%	Shares	Sole	2023-10-19
2023-06-30	$345,988	1,016	-4.9%	Shares	Sole	2023-07-27
2023-03-31	$307,904	1,068	-73.1%	Shares	Sole	2023-04-20
2022-12-31	$951,365	3,967	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.