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Bravera Wealth’s Williams Companies WMB Stock Holding History

Bravera Wealth’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$395K Hold
5,315
– – 0.15% 63
2026
Q1 		$387K Hold
5,315
– – 0.17% 66
2025
Q4 		$319K Buy
+5,315
New +$321K 0.16% 69

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Bravera Wealth's WMB Position: Q2 2026 in Review

Bravera Wealth held its Williams Companies (WMB) position steady in Q2 2026 at 5,315 shares worth $395K. The position accounts for 0.15% of the portfolio, ranked #63.

Bravera Wealth first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Bravera Wealth held 5,315 shares of Williams Companies worth $395K as of Q2 2026.
  • Bravera Wealth left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 0.15% of Bravera Wealth's portfolio in Q2 2026, its #63 holding.
  • Bravera Wealth first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.