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
2026 Q2	$1.17K	Buy	+5	New	+$991	﹤0.01%	685
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BOK Financial Private Wealth's WSM Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Williams-Sonoma (WSM) in Q2 2026: 5 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #685 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in WSM as recently as Q1 2025.

BOK Financial Private Wealth first reported a position in WSM in Q2 2022 and has held it in 4 quarters since. The position peaked at $17K in Q2 2022. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

BOK Financial Private Wealth held 5 shares of Williams-Sonoma worth $1.17K as of Q2 2026.
Williams-Sonoma was a new BOK Financial Private Wealth position in Q2 2026.
Williams-Sonoma made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #685 holding.
BOK Financial Private Wealth first reported a position in Williams-Sonoma in Q2 2022 and has held it in 4 quarters since.
BOK Financial Private Wealth's Williams-Sonoma position peaked at $17K in Q2 2022.
1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.