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Citizens Financial Group’s Williams-Sonoma WSM Stock Holding History

Citizens Financial Group’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 		$517K Buy
+2,219
New +$440K 0.01% 646
2026
Q1 		– Sell
-1,682
Closed -$300K – 924
2025
Q4 		$300K Sell
1,682
-145
-8% -$27.2K ﹤0.01% 658
2025
Q3 		$357K Buy
1,827
+178
+11% +$34K ﹤0.01% 604
2025
Q2 		$269K Buy
1,649
+202
+14% +$31.7K ﹤0.01% 599
2025
Q1 		$229K Buy
1,447
+341
+31% +$65.9K ﹤0.01% 564
2024
Q4 		$205K Buy
+1,106
New +$176K ﹤0.01% 557
2023
Q2 		– Sell
-6,370
Closed -$388K – 470
2023
Q1 		$388K Buy
6,370
+2,540
+66% +$159K 0.01% 322
2022
Q4 		$220K Buy
+3,830
New +$230K 0.01% 393
2022
Q1 		– Sell
-4,108
Closed -$347K – 466
2021
Q4 		$347K Buy
4,108
+2
+0% +$186 0.01% 346
2021
Q3 		$364K Buy
+4,106
New +$347K 0.01% 332
2020
Q3 		– Sell
-264
Closed -$11K – 947
2020
Q2 		$11K Sell
264
-658
-71% -$22.4K ﹤0.01% 756
2020
Q1 		$20K Sell
922
-56
-6% -$1.78K ﹤0.01% 607
2019
Q4 		$36K Buy
+978
New +$34K ﹤0.01% 500

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citizens Financial Group's WSM Position: Q2 2026 in Review

Citizens Financial Group opened a new position in Williams-Sonoma (WSM) in Q2 2026: 2,219 shares worth $517K. The stake represents 0.01% of the portfolio and ranks #646 among its holdings. This is a return to the name: Citizens Financial Group previously reported a position in WSM as recently as Q4 2025.

Citizens Financial Group first reported a position in WSM in Q4 2019 and has held it in 13 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Citizens Financial Group held 2,219 shares of Williams-Sonoma worth $517K as of Q2 2026.
  • Williams-Sonoma was a new Citizens Financial Group position in Q2 2026.
  • Williams-Sonoma made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #646 holding.
  • Citizens Financial Group first reported a position in Williams-Sonoma in Q4 2019 and has held it in 13 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.