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Ballentine Partners’s Weis Markets WMK Stock Holding History

Ballentine Partners’s Portfolio WMK Stock Details WMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$356K Buy
4,546
+326
+8% +$23.9K ﹤0.01% 707
2026
Q1 		$289K Buy
4,220
+2
+0% +$137 ﹤0.01% 762
2025
Q4 		$270K Buy
+4,218
New +$281K ﹤0.01% 762

Other funds holding WMK

LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Ballentine Partners's WMK Position: Q2 2026 in Review

Ballentine Partners increased its Weis Markets (WMK) stake by 7.7% in Q2 2026, buying an estimated $23.9K and bringing the position to 4,546 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Ballentine Partners first reported a position in WMK in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold WMK as of Q2 2026.

  • Ballentine Partners held 4,546 shares of Weis Markets worth $356K as of Q2 2026.
  • Ballentine Partners bought 326 Weis Markets shares in Q2 2026, an estimated $23.9K.
  • Weis Markets made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #707 holding.
  • Ballentine Partners first reported a position in Weis Markets in Q4 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Weis Markets as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.