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Dunhill Financial’s Williams-Sonoma WSM Stock Holding History

Dunhill Financial’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 		$9.11K Buy
39
+1
+3% +$198 ﹤0.01% 601
2026
Q1 		$6.94K Buy
38
+7
+23% +$1.4K ﹤0.01% 580
2025
Q4 		$5.57K Buy
31
+2
+7% +$375 ﹤0.01% 579
2025
Q3 		$5.71K Hold
29
– – ﹤0.01% 551
2025
Q2 		$4.76K Buy
29
+3
+12% +$471 ﹤0.01% 552
2025
Q1 		$4.11K Hold
26
– – ﹤0.01% 604
2024
Q4 		$4.82K Hold
26
– – ﹤0.01% 547
2024
Q3 		$4.03K Hold
26
– – ﹤0.01% 603
2024
Q2 		$3.67K Hold
26
– – ﹤0.01% 453
2024
Q1 		$4.13K Hold
26
– – ﹤0.01% 359
2023
Q4 		$2.62K Buy
+26
New +$2.25K ﹤0.01% 398

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

Dunhill Financial's WSM Position: Q2 2026 in Review

Dunhill Financial increased its Williams-Sonoma (WSM) stake by 2.6% in Q2 2026, buying an estimated $198 and bringing the position to 39 shares worth $9.11K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Dunhill Financial first reported a position in WSM in Q4 2023 and has held it in 11 quarters since. 1,004 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Dunhill Financial held 39 shares of Williams-Sonoma worth $9.11K as of Q2 2026.
  • Dunhill Financial bought 1 Williams-Sonoma share in Q2 2026, an estimated $198.
  • Williams-Sonoma made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #601 holding.
  • Dunhill Financial first reported a position in Williams-Sonoma in Q4 2023 and has held it in 11 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

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