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Farther Finance Advisors’s Williams Companies WMB Stock Holding History

Farther Finance Advisors’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 		$2.52M Sell
37,098
-345
-0.9% -$25.1K 0.02% 670
2026
Q2 		$2.79M Buy
37,443
+1,721
+5% +$127K 0.02% 601
2026
Q1 		$2.57M Sell
35,722
-1,208
-3% -$83.6K 0.02% 543
2025
Q4 		$2.22M Buy
36,930
+6,578
+22% +$398K 0.02% 546
2025
Q3 		$1.92M Buy
30,352
+6,430
+27% +$377K 0.03% 471
2025
Q2 		$1.5M Buy
23,922
+3,634
+18% +$215K 0.03% 455
2025
Q1 		$1.23M Buy
20,288
+1,500
+8% +$85.9K 0.03% 432
2024
Q4 		$1.02M Sell
18,788
-1,108
-6% -$59.7K 0.04% 368
2024
Q3 		$908K Buy
19,896
+1,263
+7% +$55.5K 0.03% 378
2024
Q2 		$790K Buy
18,633
+964
+5% +$38.7K 0.04% 355
2024
Q1 		$687K Buy
17,669
+1,159
+7% +$41.2K 0.04% 322
2023
Q4 		$575K Buy
16,510
+10,282
+165% +$361K 0.04% 322
2023
Q3 		$210K Buy
6,228
+1,106
+22% +$37.7K 0.03% 372
2023
Q2 		$167K Buy
5,122
+2,372
+86% +$71.2K 0.04% 340
2023
Q1 		$82.1K Buy
2,750
+698
+34% +$21.6K 0.02% 463
2022
Q4 		$67.5K Buy
+2,052
New +$66.8K 0.03% 425

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors's WMB Position: Q3 2026 in Review

Farther Finance Advisors reduced its Williams Companies (WMB) stake by 0.92% in Q3 2026, selling an estimated $25.1K and leaving 37,098 shares worth $2.52M. The position accounts for 0.02% of the portfolio, ranked #670.

Farther Finance Advisors first reported a position in WMB in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.79M in Q2 2026. 82 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Farther Finance Advisors held 37,098 shares of Williams Companies worth $2.52M as of Q3 2026.
  • Farther Finance Advisors sold 345 Williams Companies shares in Q3 2026, an estimated $25.1K.
  • Williams Companies made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #670 holding.
  • Farther Finance Advisors first reported a position in Williams Companies in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Williams Companies position peaked at $2.79M in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.