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Focus Financial Network’s Williams-Sonoma WSM Stock Holding History

Focus Financial Network’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
Q2 		$229K Buy
+983
New +$195K 0.01% 692
2026
Q1 		– Sell
-1,126
Closed -$201K – 776
2025
Q4 		$201K Hold
1,126
– – 0.01% 710
2025
Q3 		$220K Buy
+1,126
New +$215K 0.01% 686
2025
Q1 		– Sell
-1,310
Closed -$243K – 712
2024
Q4 		$243K Hold
1,310
– – 0.01% 607
2024
Q3 		$203K Buy
+1,310
New +$188K 0.01% 652

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Focus Financial Network's WSM Position: Q2 2026 in Review

Focus Financial Network opened a new position in Williams-Sonoma (WSM) in Q2 2026: 983 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #692 among its holdings. This is a return to the name: Focus Financial Network previously reported a position in WSM as recently as Q4 2025.

Focus Financial Network first reported a position in WSM in Q3 2024 and has held it in 5 quarters since. The position peaked at $243K in Q4 2024. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Focus Financial Network held 983 shares of Williams-Sonoma worth $229K as of Q2 2026.
  • Williams-Sonoma was a new Focus Financial Network position in Q2 2026.
  • Williams-Sonoma made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #692 holding.
  • Focus Financial Network first reported a position in Williams-Sonoma in Q3 2024 and has held it in 5 quarters since.
  • Focus Financial Network's Williams-Sonoma position peaked at $243K in Q4 2024.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.