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Dynamic Advisor Solutions’s Williams Companies WMB Stock Holding History

Dynamic Advisor Solutions’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
Q2 		$1.08M Sell
14,489
-95
-0.7% -$6.99K 0.03% 470
2026
Q1 		$1.06M Sell
14,584
-2,159
-13% -$149K 0.03% 446
2025
Q4 		$1.01M Sell
16,743
-1,519
-8% -$91.8K 0.03% 457
2025
Q3 		$1.16M Sell
18,262
-303
-2% -$17.8K 0.03% 431
2025
Q2 		$1.17M Sell
18,565
-28,670
-61% -$1.69M 0.04% 409
2025
Q1 		$2.82M Buy
+47,235
New +$2.7M 0.09% 223
2024
Q4 		– Sell
-17,222
Closed -$786K – 926
2024
Q3 		$786K Sell
17,222
-1,408
-8% -$61.9K 0.02% 513
2024
Q2 		$792K Sell
18,630
-1,690
-8% -$67.8K 0.02% 509
2024
Q1 		$792K Buy
20,320
+436
+2% +$15.5K 0.03% 489
2023
Q4 		$707K Sell
19,884
-1,039
-5% -$36.5K 0.03% 492
2023
Q3 		$705K Sell
20,923
-1,944
-9% -$66.3K 0.03% 436
2023
Q2 		$746K Buy
22,867
+315
+1% +$9.45K 0.04% 406
2023
Q1 		$673K Buy
22,552
+267
+1% +$8.25K 0.04% 405
2022
Q4 		$733K Buy
22,285
+1,615
+8% +$52.6K 0.05% 342
2022
Q3 		$592K Buy
20,670
+1,254
+6% +$40.9K 0.05% 355
2022
Q2 		$606K Sell
19,416
-618
-3% -$21.3K 0.05% 353
2022
Q1 		$669K Buy
20,034
+2,453
+14% +$75K 0.05% 362
2021
Q4 		$458K Buy
17,581
+1,520
+9% +$42K 0.03% 454
2021
Q3 		$417K Buy
16,061
+2,033
+14% +$51.2K 0.03% 488
2021
Q2 		$372K Sell
14,028
-336
-2% -$8.6K 0.03% 491
2021
Q1 		$340K Sell
14,364
-715
-5% -$16.2K 0.03% 472
2020
Q4 		$302K Sell
15,079
-1,793
-11% -$36.3K 0.03% 489
2020
Q3 		$332K Sell
16,872
-3,367
-17% -$68.5K 0.04% 401
2020
Q2 		$385K Buy
20,239
+1,269
+7% +$23.6K 0.05% 330
2020
Q1 		$268K Sell
18,970
-27,116
-59% -$525K 0.05% 353
2019
Q4 		$1.09M Buy
46,086
+29,338
+175% +$672K 0.15% 171
2019
Q3 		$403K Sell
16,748
-27
-0.2% -$681 0.06% 316
2019
Q2 		$470K Sell
16,775
-747
-4% -$20.8K 0.08% 272
2019
Q1 		$503K Sell
17,522
-886
-5% -$23.7K 0.09% 221
2018
Q4 		$491K Buy
18,408
+1,519
+9% +$38K 0.1% 205
2018
Q3 		$459K Buy
16,889
+7,109
+73% +$206K 0.1% 231
2018
Q2 		$265K Buy
9,780
+418
+4% +$11K 0.06% 321
2018
Q1 		$232K Buy
+9,362
New +$276K 0.06% 304
2014
Q4 		– Sell
-3,734
Closed -$207K – 214
2014
Q3 		$207K Buy
+3,734
New +$215K 0.11% 179

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Dynamic Advisor Solutions's WMB Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Williams Companies (WMB) stake by 0.65% in Q2 2026, selling an estimated $6.99K and leaving 14,489 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #470.

Dynamic Advisor Solutions first reported a position in WMB in Q3 2014 and has held it in 34 quarters since. The position peaked at $2.82M in Q1 2025. 307 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Dynamic Advisor Solutions held 14,489 shares of Williams Companies worth $1.08M as of Q2 2026.
  • Dynamic Advisor Solutions sold 95 Williams Companies shares in Q2 2026, an estimated $6.99K.
  • Williams Companies made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #470 holding.
  • Dynamic Advisor Solutions first reported a position in Williams Companies in Q3 2014 and has held it in 34 quarters since.
  • Dynamic Advisor Solutions's Williams Companies position peaked at $2.82M in Q1 2025.
  • 307 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.