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BOK Financial Private Wealth’s Williams-Sonoma WSM Stock Holding History

BOK Financial Private Wealth’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
2025
Q2 		– Sell
-44
Closed -$6.96K – 503
2025
Q1 		$6.96K Buy
+44
New +$8.5K ﹤0.01% 411
2023
Q2 		– Sell
-28
Closed -$1.7K – 469
2023
Q1 		$1.7K Buy
+28
New +$1.75K ﹤0.01% 439
2022
Q3 		– Sell
-312
Closed -$17K – 391
2022
Q2 		$17K Buy
+312
New +$20.2K ﹤0.01% 321

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BOK Financial Private Wealth's WSM Position: Q2 2025 in Review

BOK Financial Private Wealth sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 44 shares — an estimated $6.96K sold.

BOK Financial Private Wealth first reported a position in WSM in Q2 2022 and held it in 3 quarters. The position peaked at $17K in Q2 2022. 916 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

  • BOK Financial Private Wealth reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 44 Williams-Sonoma shares in Q2 2025, an estimated $6.96K.
  • BOK Financial Private Wealth first reported a position in Williams-Sonoma in Q2 2022 and held it in 3 quarters.
  • BOK Financial Private Wealth's Williams-Sonoma position peaked at $17K in Q2 2022.
  • 916 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on BOK Financial Private Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.