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

Compass 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 		$254K Buy
+1,089
New +$216K 0.17% 44

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

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

Compass Financial Group opened a new position in Williams-Sonoma (WSM) in Q2 2026: 1,089 shares worth $254K. The stake represents 0.17% of the portfolio and ranks #44 among its holdings.

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

  • Compass Financial Group held 1,089 shares of Williams-Sonoma worth $254K as of Q2 2026.
  • Williams-Sonoma was a new Compass Financial Group position in Q2 2026.
  • Williams-Sonoma made up 0.17% of Compass Financial Group's portfolio in Q2 2026, its #44 holding.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Compass Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.