Ares Financial Consulting
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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
Q3 		$4.56K Hold
20
– – ﹤0.01% 720
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Ares Financial Consulting's WSM Position: Q3 2026 in Review

Ares Financial Consulting held its Williams-Sonoma (WSM) position steady in Q3 2026 at 20 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Ares Financial Consulting first reported a position in WSM in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.66K in Q2 2026. 763 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Ares Financial Consulting held 20 shares of Williams-Sonoma worth $4.56K as of Q3 2026.
  • Ares Financial Consulting left its Williams-Sonoma share count unchanged in Q3 2026.
  • Williams-Sonoma made up ﹤0.01% of Ares Financial Consulting's portfolio in Q3 2026, its #720 holding.
  • Ares Financial Consulting first reported a position in Williams-Sonoma in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's Williams-Sonoma position peaked at $4.66K in Q2 2026.
  • 763 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.