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Golden State Wealth Management’s Williams-Sonoma WSM Stock Holding History

Golden State Wealth Management’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
2020
Q3 		– Sell
-10
Closed -$14K – 456
2020
Q2 		$14K Buy
+10
New +$340 ﹤0.01% 191

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Principal Financial Group
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Nordea Investment Management
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Bank of New York Mellon
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Deutsche Bank
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Pictet Asset Management
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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Golden State Wealth Management's WSM Position: Q2 2026 in Review

Golden State Wealth Management increased its Williams-Sonoma (WSM) stake by 0.91% in Q2 2026, buying an estimated $198 and bringing the position to 111 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Golden State Wealth Management first reported a position in WSM in Q4 2024 and has held it in 7 quarters since. 545 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Golden State Wealth Management held 111 shares of Williams-Sonoma worth $25.9K as of Q2 2026.
  • Golden State Wealth Management bought 1 Williams-Sonoma share in Q2 2026, an estimated $198.
  • Williams-Sonoma made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #894 holding.
  • Golden State Wealth Management first reported a position in Williams-Sonoma in Q4 2024 and has held it in 7 quarters since.
  • 545 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.