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Farther Finance Advisors’s Williams-Sonoma WSM Stock Holding History

Farther Finance Advisors’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
Q3 		$1.94M Sell
8,533
-370
-4% -$85.5K 0.01% 792
2026
Q2 		$2.08M Buy
8,903
+4,288
+93% +$850K 0.02% 723
2026
Q1 		$832K Buy
4,615
+479
+12% +$95.6K 0.01% 1090
2025
Q4 		$739K Buy
4,136
+331
+9% +$62K 0.01% 1071
2025
Q3 		$744K Sell
3,805
-105
-3% -$20.1K 0.01% 874
2025
Q2 		$639K Buy
3,910
+128
+3% +$20.1K 0.01% 792
2025
Q1 		$601K Buy
3,782
+1,466
+63% +$283K 0.02% 707
2024
Q4 		$429K Sell
2,316
-584
-20% -$92.7K 0.02% 646
2024
Q3 		$449K Buy
2,900
+1,636
+129% +$235K 0.02% 639
2024
Q2 		$175K Buy
1,264
+968
+327% +$144K 0.01% 900
2024
Q1 		$46.6K Hold
296
– – ﹤0.01% 1214
2023
Q4 		$29.9K Buy
296
+26
+10% +$2.25K ﹤0.01% 1210
2023
Q3 		$21K Buy
270
+112
+71% +$7.71K ﹤0.01% 1069
2023
Q2 		$9.89K Buy
158
+56
+55% +$3.34K ﹤0.01% 1203
2023
Q1 		$6.21K Sell
102
-36
-26% -$2.25K ﹤0.01% 1263
2022
Q4 		$7.93K Buy
+138
New +$8.28K ﹤0.01% 1022

Other funds holding WSM

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

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

Farther Finance Advisors reduced its Williams-Sonoma (WSM) stake by 4.2% in Q3 2026, selling an estimated $85.5K and leaving 8,533 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #792.

Farther Finance Advisors first reported a position in WSM in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.08M in Q2 2026. 34 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Farther Finance Advisors held 8,533 shares of Williams-Sonoma worth $1.94M as of Q3 2026.
  • Farther Finance Advisors sold 370 Williams-Sonoma shares in Q3 2026, an estimated $85.5K.
  • Williams-Sonoma made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #792 holding.
  • Farther Finance Advisors first reported a position in Williams-Sonoma in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Williams-Sonoma position peaked at $2.08M in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

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