Fiduciary Alliance’s Williams Companies WMB Stock Holding History

Fiduciary Alliance’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	$1.66M	Sell	24,427 -529	-2%	-$38.5K	0.13%	171
2026 Q2	$1.86M	Buy	24,956 +3,610	+17%	+$266K	0.13%	184
2026 Q1	$1.51M	Buy	21,346 +8,801	+70%	+$609K	0.09%	215
2025 Q4	$754K	Buy	+12,545	New	+$758K	0.05%	277
2023 Q3	–	Sell	-1,629	Closed	-$53.2K	–	949
2023 Q2	$53.2K	Buy	+1,629	New	+$48.9K	0.01%	304

Other funds holding WMB

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Fiduciary Alliance's WMB Position: Q3 2026 in Review

Fiduciary Alliance reduced its Williams Companies (WMB) stake by 2.1% in Q3 2026, selling an estimated $38.5K and leaving 24,427 shares worth $1.66M. The position accounts for 0.13% of the portfolio, ranked #171.

Fiduciary Alliance first reported a position in WMB in Q2 2023 and has held it in 5 quarters since. The position peaked at $1.86M in Q2 2026. 373 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Fiduciary Alliance held 24,427 shares of Williams Companies worth $1.66M as of Q3 2026.
Fiduciary Alliance sold 529 Williams Companies shares in Q3 2026, an estimated $38.5K.
Williams Companies made up 0.13% of Fiduciary Alliance's portfolio in Q3 2026, its #171 holding.
Fiduciary Alliance first reported a position in Williams Companies in Q2 2023 and has held it in 5 quarters since.
Fiduciary Alliance's Williams Companies position peaked at $1.86M in Q2 2026.
373 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.