Founders Financial Securities
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Founders Financial Securities’s Williams Companies WMB Stock Holding History

Founders Financial Securities’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 		– Sell
-67,737
Closed -$5.04M – 622
2026
Q2 		$5.04M Buy
67,737
+649
+1% +$47.8K 0.26% 77
2026
Q1 		$4.89M Buy
67,088
+6,849
+11% +$474K 0.28% 76
2025
Q4 		$3.62M Buy
60,239
+11,570
+24% +$700K 0.21% 82
2025
Q3 		$3.08M Buy
48,669
+5,028
+12% +$295K 0.21% 92
2025
Q2 		$2.74M Buy
43,641
+1,561
+4% +$92.2K 0.21% 100
2025
Q1 		$2.51M Sell
42,080
-4,473
-10% -$256K 0.21% 101
2024
Q4 		$2.52M Sell
46,553
-10,143
-18% -$547K 0.23% 84
2024
Q3 		$2.59M Buy
56,696
+447
+0.8% +$19.6K 0.24% 84
2024
Q2 		$2.39M Buy
56,249
+2,177
+4% +$87.3K 0.23% 88
2024
Q1 		$2.11M Buy
54,072
+2,769
+5% +$98.4K 0.22% 91
2023
Q4 		$1.79M Sell
51,303
-4,719
-8% -$166K 0.2% 98
2023
Q3 		$1.89M Buy
56,022
+2,947
+6% +$101K 0.24% 81
2023
Q2 		$1.73M Buy
53,075
+7,381
+16% +$222K 0.23% 85
2023
Q1 		$1.36M Buy
45,694
+4,531
+11% +$140K 0.2% 103
2022
Q4 		$1.35M Buy
41,163
+3,826
+10% +$125K 0.21% 96
2022
Q3 		$1.07M Buy
37,337
+1,170
+3% +$38.1K 0.19% 112
2022
Q2 		$1.13M Buy
36,167
+2,781
+8% +$96K 0.22% 91
2022
Q1 		$1.12M Buy
33,386
+2,220
+7% +$67.8K 0.2% 107
2021
Q4 		$812K Buy
31,166
+1,045
+3% +$28.9K 0.15% 125
2021
Q3 		$781K Buy
30,121
+5,272
+21% +$133K 0.16% 121
2021
Q2 		$660K Buy
24,849
+2,331
+10% +$59.7K 0.13% 147
2021
Q1 		$533K Buy
22,518
+2,951
+15% +$67K 0.12% 146
2020
Q4 		$392K Buy
19,567
+2,986
+18% +$60.5K 0.09% 146
2020
Q3 		$326K Buy
16,581
+1,484
+10% +$30.2K 0.1% 119
2020
Q2 		$287K Buy
15,097
+3,817
+34% +$71K 0.09% 130
2020
Q1 		$160K Buy
+11,280
New +$218K 0.06% 123

Other funds holding WMB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Founders Financial Securities's WMB Position: Q3 2026 in Review

Founders Financial Securities sold out of Williams Companies (WMB) in Q3 2026, closing a stake of 67,737 shares — an estimated $5.04M sold.

Founders Financial Securities first reported a position in WMB in Q1 2020 and held it in 26 quarters. The position peaked at $5.04M in Q2 2026. 1,145 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Founders Financial Securities reported no remaining Williams Companies position as of Q3 2026 after selling out during the quarter.
  • Founders Financial Securities sold 67,737 Williams Companies shares in Q3 2026, an estimated $5.04M.
  • Founders Financial Securities first reported a position in Williams Companies in Q1 2020 and held it in 26 quarters.
  • Founders Financial Securities's Williams Companies position peaked at $5.04M in Q2 2026.
  • 1,145 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.