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CGC Financial Services’s Williams-Sonoma WSM Stock Holding History

CGC Financial Services’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 		$2.33K Hold
10
– – ﹤0.01% 289
2026
Q1 		$1.82K Hold
10
– – ﹤0.01% 286
2025
Q4 		$1.79K Hold
10
– – ﹤0.01% 294
2025
Q3 		$1.96K Hold
10
– – ﹤0.01% 291
2025
Q2 		$1.63K Hold
10
– – ﹤0.01% 283
2025
Q1 		$1.58K Hold
10
– – ﹤0.01% 275
2024
Q4 		$1.85K Hold
10
– – ﹤0.01% 281
2024
Q3 		$1.55K Hold
10
– – ﹤0.01% 285
2024
Q2 		$1.41K Hold
10
– – ﹤0.01% 288
2024
Q1 		$1.59K Hold
10
– – ﹤0.01% 289
2023
Q4 		$1.01K Hold
10
– – ﹤0.01% 315
2023
Q3 		$777 Hold
10
– – ﹤0.01% 279
2023
Q2 		$626 Buy
+10
New +$596 ﹤0.01% 309

Other funds holding WSM

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

CGC Financial Services's WSM Position: Q2 2026 in Review

CGC Financial Services held its Williams-Sonoma (WSM) position steady in Q2 2026 at 10 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

CGC Financial Services first reported a position in WSM in Q2 2023 and has held it in 13 quarters since. 128 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • CGC Financial Services held 10 shares of Williams-Sonoma worth $2.33K as of Q2 2026.
  • CGC Financial Services left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #289 holding.
  • CGC Financial Services first reported a position in Williams-Sonoma in Q2 2023 and has held it in 13 quarters since.
  • 128 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.