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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
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 $2.78B AUM 20.87% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Farther Finance Advisors's WMB Position: Q2 2026 in Review

Farther Finance Advisors increased its Williams Companies (WMB) stake by 4.8% in Q2 2026, buying an estimated $127K and bringing the position to 37,443 shares worth $2.79M. The position accounts for 0.02% of the portfolio, ranked #601.

Farther Finance Advisors first reported a position in WMB in Q4 2022 and has held it in 15 quarters since. 576 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Farther Finance Advisors held 37,443 shares of Williams Companies worth $2.79M as of Q2 2026.
  • Farther Finance Advisors bought 1,721 Williams Companies shares in Q2 2026, an estimated $127K.
  • Williams Companies made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #601 holding.
  • Farther Finance Advisors first reported a position in Williams Companies in Q4 2022 and has held it in 15 quarters since.
  • 576 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.