Capital Squared Financial’s Williams Companies WMB Stock Holding History

Capital Squared Financial’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	$348K	Buy	4,678 +31	+0.7%	+$2.28K	0.23%	67
2026 Q1	$338K	Hold	4,647	–	–	0.26%	62
2025 Q4	$279K	Hold	4,647	–	–	0.22%	69
2025 Q3	$294K	Buy	+4,647	New	+$273K	0.26%	64

Other funds holding WMB

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

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

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Capital Squared Financial's WMB Position: Q2 2026 in Review

Capital Squared Financial increased its Williams Companies (WMB) stake by 0.67% in Q2 2026, buying an estimated $2.28K and bringing the position to 4,678 shares worth $348K. The position accounts for 0.23% of the portfolio, ranked #67.

Capital Squared Financial first reported a position in WMB in Q3 2025 and has held it in 4 quarters since. 478 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Capital Squared Financial held 4,678 shares of Williams Companies worth $348K as of Q2 2026.
Capital Squared Financial bought 31 Williams Companies shares in Q2 2026, an estimated $2.28K.
Williams Companies made up 0.23% of Capital Squared Financial's portfolio in Q2 2026, its #67 holding.
Capital Squared Financial first reported a position in Williams Companies in Q3 2025 and has held it in 4 quarters since.
478 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.