IF
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Intrua Financial’s Williams Companies WMB Stock Holding History

Intrua Financial’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
Q2 		$451K Buy
6,060
+2,274
+60% +$167K 0.04% 302
2026
Q1 		$276K Sell
3,786
-90
-2% -$6.23K 0.03% 381
2025
Q4 		$233K Buy
+3,876
New +$234K 0.02% 422
2024
Q3 		– Sell
-5,679
Closed -$241K – 411
2024
Q2 		$241K Sell
5,679
-1,408
-20% -$56.5K 0.04% 344
2024
Q1 		$276K Sell
7,087
-2,581
-27% -$91.7K 0.04% 334
2023
Q4 		$337K Sell
9,668
-1,485
-13% -$52.1K 0.05% 297
2023
Q3 		$376K Buy
11,153
+208
+2% +$7.1K 0.06% 237
2023
Q2 		$357K Buy
10,945
+2,612
+31% +$78.4K 0.06% 246
2023
Q1 		$244K Buy
+8,333
New +$257K 0.05% 286
2022
Q3 		– Sell
-14,285
Closed -$446K – 362
2022
Q2 		$446K Sell
14,285
-74
-0.5% -$2.56K 0.09% 229
2022
Q1 		$480K Buy
14,359
+7
+0% +$214 0.09% 235
2021
Q4 		$374K Buy
14,352
+4,775
+50% +$132K 0.07% 264
2021
Q3 		$271K Buy
+9,577
New +$241K 0.05% 306

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Intrua Financial's WMB Position: Q2 2026 in Review

Intrua Financial increased its Williams Companies (WMB) stake by 60% in Q2 2026, buying an estimated $167K and bringing the position to 6,060 shares worth $451K. The position accounts for 0.04% of the portfolio, ranked #302.

Intrua Financial first reported a position in WMB in Q3 2021 and has held it in 13 quarters since. The position peaked at $480K in Q1 2022. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Intrua Financial held 6,060 shares of Williams Companies worth $451K as of Q2 2026.
  • Intrua Financial bought 2,274 Williams Companies shares in Q2 2026, an estimated $167K.
  • Williams Companies made up 0.04% of Intrua Financial's portfolio in Q2 2026, its #302 holding.
  • Intrua Financial first reported a position in Williams Companies in Q3 2021 and has held it in 13 quarters since.
  • Intrua Financial's Williams Companies position peaked at $480K in Q1 2022.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.