Align Financial’s Williams-Sonoma WSM Stock Holding History

Align Financial’s Portfolio WSM Stock Details WSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$456	Buy	+2	New	+$462	﹤0.01%	502

Other funds holding WSM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Align Financial's WSM Position: Q3 2026 in Review

Align Financial opened a new position in Williams-Sonoma (WSM) in Q3 2026: 2 shares worth $456. The stake represents ﹤0.01% of the portfolio and ranks #502 among its holdings.

197 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

Align Financial held 2 shares of Williams-Sonoma worth $456 as of Q3 2026.
Williams-Sonoma was a new Align Financial position in Q3 2026.
Williams-Sonoma made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #502 holding.
197 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

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