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Ares Financial Consulting’s Williams Companies WMB Stock Holding History

Ares Financial Consulting’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
Q2 		$46.8K Buy
629
+24
+4% +$1.77K 0.03% 240
2026
Q1 		$43.5K Buy
605
+299
+98% +$20.7K 0.03% 240
2025
Q4 		$18.4K Buy
+306
New +$18.5K 0.02% 271

Other funds holding WMB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Ares Financial Consulting's WMB Position: Q2 2026 in Review

Ares Financial Consulting increased its Williams Companies (WMB) stake by 4% in Q2 2026, buying an estimated $1.77K and bringing the position to 629 shares worth $46.8K. The position accounts for 0.03% of the portfolio, ranked #240.

Ares Financial Consulting first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. 968 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Ares Financial Consulting held 629 shares of Williams Companies worth $46.8K as of Q2 2026.
  • Ares Financial Consulting bought 24 Williams Companies shares in Q2 2026, an estimated $1.77K.
  • Williams Companies made up 0.03% of Ares Financial Consulting's portfolio in Q2 2026, its #240 holding.
  • Ares Financial Consulting first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • 968 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.