Align Financial’s Williams Companies WMB Stock Holding History

Align Financial’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$544	Buy	+8	New	+$582	﹤0.01%	471

Other funds holding WMB

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Align Financial's WMB Position: Q3 2026 in Review

Align Financial opened a new position in Williams Companies (WMB) in Q3 2026: 8 shares worth $544. The stake represents ﹤0.01% of the portfolio and ranks #471 among its holdings.

345 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Align Financial held 8 shares of Williams Companies worth $544 as of Q3 2026.
Williams Companies was a new Align Financial position in Q3 2026.
Williams Companies made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #471 holding.
345 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.