CGC Financial Services
WMB icon

CGC Financial Services’s Williams Companies WMB Stock Holding History

CGC Financial Services’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
Q3 		$1.84K Hold
27
– – ﹤0.01% 298
2026
Q2 		$2.01K Hold
27
– – ﹤0.01% 293
2026
Q1 		$1.96K Hold
27
– – ﹤0.01% 283
2025
Q4 		$1.62K Hold
27
– – ﹤0.01% 298
2025
Q3 		$1.71K Hold
27
– – ﹤0.01% 294
2025
Q2 		$1.7K Buy
+27
New +$1.59K ﹤0.01% 280
2024
Q1 		– Sell
-1,000
Closed -$34.8K – 386
2023
Q4 		$34.8K Buy
+1,000
New +$35.1K 0.02% 128

Other funds holding WMB

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

CGC Financial Services's WMB Position: Q3 2026 in Review

CGC Financial Services held its Williams Companies (WMB) position steady in Q3 2026 at 27 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

CGC Financial Services first reported a position in WMB in Q4 2023 and has held it in 7 quarters since. The position peaked at $34.8K in Q4 2023. 646 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • CGC Financial Services held 27 shares of Williams Companies worth $1.84K as of Q3 2026.
  • CGC Financial Services left its Williams Companies share count unchanged in Q3 2026.
  • Williams Companies made up ﹤0.01% of CGC Financial Services's portfolio in Q3 2026, its #298 holding.
  • CGC Financial Services first reported a position in Williams Companies in Q4 2023 and has held it in 7 quarters since.
  • CGC Financial Services's Williams Companies position peaked at $34.8K in Q4 2023.
  • 646 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.