Cooper Financial Group
WMB icon

Cooper Financial Group’s Williams Companies WMB Stock Holding History

Cooper Financial Group’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 		$309K Buy
4,549
+66
+1% +$4.8K 0.02% 342
2026
Q2 		$333K Buy
4,483
+152
+4% +$11.2K 0.03% 324
2026
Q1 		$315K Buy
4,331
+651
+18% +$45.1K 0.03% 319
2025
Q4 		$221K Sell
3,680
-3,305
-47% -$200K 0.02% 357
2025
Q3 		$443K Sell
6,985
-320
-4% -$18.8K 0.05% 256
2025
Q2 		$459K Sell
7,305
-46
-0.6% -$2.72K 0.05% 249
2025
Q1 		$439K Buy
7,351
+627
+9% +$35.9K 0.06% 254
2024
Q4 		$364K Buy
6,724
+941
+16% +$50.7K 0.04% 277
2024
Q3 		$264K Sell
5,783
-2,530
-30% -$111K 0.03% 325
2024
Q2 		$353K Sell
8,313
-536
-6% -$21.5K 0.05% 269
2024
Q1 		$345K Sell
8,849
-339
-4% -$12K 0.06% 267
2023
Q4 		$320K Sell
9,188
-350
-4% -$12.3K 0.06% 265
2023
Q3 		$321K Sell
9,538
-3,239
-25% -$111K 0.08% 253
2023
Q2 		$417K Sell
12,777
-2,075
-14% -$62.3K 0.1% 218
2023
Q1 		$443K Sell
14,852
-39
-0.3% -$1.2K 0.12% 188
2022
Q4 		$490K Buy
14,891
+2,379
+19% +$77.4K 0.15% 150
2022
Q3 		$358K Sell
12,512
-489
-4% -$15.9K 0.13% 159
2022
Q2 		$406K Buy
13,001
+339
+3% +$11.7K 0.15% 145
2022
Q1 		$423K Buy
12,662
+4,706
+59% +$144K 0.16% 131
2021
Q4 		$207K Buy
+7,956
New +$220K 0.08% 223

Other funds holding WMB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Cooper Financial Group's WMB Position: Q3 2026 in Review

Cooper Financial Group increased its Williams Companies (WMB) stake by 1.5% in Q3 2026, buying an estimated $4.8K and bringing the position to 4,549 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #342.

Cooper Financial Group first reported a position in WMB in Q4 2021 and has held it in 20 quarters since. The position peaked at $490K in Q4 2022. 952 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Cooper Financial Group held 4,549 shares of Williams Companies worth $309K as of Q3 2026.
  • Cooper Financial Group bought 66 Williams Companies shares in Q3 2026, an estimated $4.8K.
  • Williams Companies made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #342 holding.
  • Cooper Financial Group first reported a position in Williams Companies in Q4 2021 and has held it in 20 quarters since.
  • Cooper Financial Group's Williams Companies position peaked at $490K in Q4 2022.
  • 952 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.