Westco Advisory Services Inc Q2 2026 Investment Activity Analysis

According to the latest filing from Westco Advisory Services Inc, substantial changes occurred within its investment portfolio during Q2 2026. The firm demonstrated significant buying activity, particularly in Financial Services and Technology sectors.

One of the most notable purchases was Toronto Dominion BK ONT (TD). Westco increased its stake by a full 100%, acquiring an additional 1,952 shares during this quarter. This significant addition is highlighted in the significant_buy_symbols list provided.

The investor also bolstered positions in other Financial Services companies like Goldman Sachs Group Inc (GS), which saw a slight increase, and ISHares TR (IWR). While GS experienced minimal share growth change-wise (-4.42%), IWR was newly added or significantly increased with shares jumping by 100%.

Conversely, Westco Advisory Services Inc reduced its holdings in several key positions during Q2 2026. The largest reduction occurred in Apple Inc (AAPL), where the stake decreased by 2.5%. This was followed closely by SPDR S&P 500 ETF Trust (SPY) and JPMorgan Chase & Co (JPM), both seeing reductions of approximately 6.56% and 3.99% respectively in their share counts.

Other significant sales included Rollins Inc (ROL), which experienced a substantial decrease of 24.01%, and Seagate Technology Holdings Pl (STX) with a reduction of about 4.34%. These exits, along with others like DHT Holdings Inc (Y2065G121) and Celestica Inc (CLS), reflect the firm's strategic adjustments across its portfolio.

The overall portfolio value stood at $165,687,393 as of June 30, 2026. The changes observed in holdings like TD, GS, IWR, and others indicate Westco's active management approach during this period. Further details on the investor can be found by visiting Westco Advisory Services Inc.