BB
WSM icon

Berkshire Bank’s Williams-Sonoma WSM Stock Holding History

Berkshire Bank’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 		$248K Sell
1,065
-85
-7% -$16.8K 0.05% 143
2026
Q1 		$210K Sell
1,150
-50
-4% -$9.98K 0.04% 151
2025
Q4 		$214K Hold
1,200
– – 0.04% 153
2025
Q3 		$235K Buy
+1,200
New +$229K 0.05% 152
2025
Q1 		– Sell
-1,288
Closed -$239K – 164
2024
Q4 		$239K Buy
+1,288
New +$204K 0.06% 145
2024
Q2 		– Sell
-1,288
Closed -$204K – 145
2024
Q1 		$204K Buy
+1,288
New +$150K 0.05% 140

Other funds holding WSM

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 22.94% 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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Berkshire Bank's WSM Position: Q2 2026 in Review

Berkshire Bank reduced its Williams-Sonoma (WSM) stake by 7.4% in Q2 2026, selling an estimated $16.8K and leaving 1,065 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #143.

Berkshire Bank first reported a position in WSM in Q1 2024 and has held it in 6 quarters since. 409 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Berkshire Bank held 1,065 shares of Williams-Sonoma worth $248K as of Q2 2026.
  • Berkshire Bank sold 85 Williams-Sonoma shares in Q2 2026, an estimated $16.8K.
  • Williams-Sonoma made up 0.05% of Berkshire Bank's portfolio in Q2 2026, its #143 holding.
  • Berkshire Bank first reported a position in Williams-Sonoma in Q1 2024 and has held it in 6 quarters since.
  • 409 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.