Fifth Third Wealth Advisors
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Fifth Third Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Fifth Third Wealth 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 		$889K Buy
3,900
+1,719
+79% +$397K 0.02% 339
2026
Q2 		$508K Buy
2,181
+80
+4% +$15.9K 0.01% 478
2026
Q1 		$383K Sell
2,101
-171
-8% -$34.1K 0.01% 513
2025
Q4 		$406K Sell
2,272
-254
-10% -$47.6K 0.01% 458
2025
Q3 		$494K Buy
2,526
+5
+0.2% +$956 0.02% 383
2025
Q2 		$412K Sell
2,521
-19
-0.7% -$2.98K 0.02% 417
2025
Q1 		$402K Sell
2,540
-2,408
-49% -$465K 0.02% 392
2024
Q4 		$916K Sell
4,948
-73
-1% -$11.6K 0.05% 216
2024
Q3 		$778K Buy
5,021
+907
+22% +$130K 0.05% 224
2024
Q2 		$581K Buy
+4,114
New +$613K 0.04% 245

Other funds holding WSM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fifth Third Wealth Advisors's WSM Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its Williams-Sonoma (WSM) stake by 79% in Q3 2026, buying an estimated $397K and bringing the position to 3,900 shares worth $889K. The position accounts for 0.02% of the portfolio, ranked #339.

Fifth Third Wealth Advisors first reported a position in WSM in Q2 2024 and has held it in 10 quarters since. The position peaked at $916K in Q4 2024. 559 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Fifth Third Wealth Advisors held 3,900 shares of Williams-Sonoma worth $889K as of Q3 2026.
  • Fifth Third Wealth Advisors bought 1,719 Williams-Sonoma shares in Q3 2026, an estimated $397K.
  • Williams-Sonoma made up 0.02% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #339 holding.
  • Fifth Third Wealth Advisors first reported a position in Williams-Sonoma in Q2 2024 and has held it in 10 quarters since.
  • Fifth Third Wealth Advisors's Williams-Sonoma position peaked at $916K in Q4 2024.
  • 559 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.