COMPASS FINANCIAL MANAGEMENT LLC’s Williams-Sonoma WSM Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$174K	Buy	+701	New	+$139K	0.02%	448

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's WSM Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Williams-Sonoma (WSM) in Q2 2026: 701 shares worth $174K. The stake represents 0.02% of the portfolio and ranks #448 among its holdings.

754 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 701 shares of Williams-Sonoma worth $174K as of Q2 2026.
Williams-Sonoma was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Williams-Sonoma made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #448 holding.
754 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.