AFC
WSM icon

Ares Financial Consulting’s Williams-Sonoma WSM Stock Holding History

Ares Financial Consulting’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
Q2 		$4.66K Hold
20
– – ﹤0.01% 728
2026
Q1 		$3.61K Hold
20
– – ﹤0.01% 751
2025
Q4 		$3.57K Buy
+20
New +$3.75K ﹤0.01% 545

Other funds holding WSM

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Ares Financial Consulting held its Williams-Sonoma (WSM) position steady in Q2 2026 at 20 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Ares Financial Consulting first reported a position in WSM in Q4 2025 and has held it in 3 quarters since. 497 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Ares Financial Consulting held 20 shares of Williams-Sonoma worth $4.66K as of Q2 2026.
  • Ares Financial Consulting left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #728 holding.
  • Ares Financial Consulting first reported a position in Williams-Sonoma in Q4 2025 and has held it in 3 quarters since.
  • 497 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

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