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Jefferies Financial Group’s Williams Companies WMB Stock Holding History

Jefferies Financial Group’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 		$21.9M Sell
294,700
-222,600
-43% -$16.4M 0.14% 134
2026
Q1 		$37.6M Buy
+517,300
New +$35.8M 0.26% 67
2025
Q3 		– Sell
-65,000
Closed -$4.08M – 1711
2025
Q2 		$4.08M Buy
+65,000
New +$3.84M 0.03% 347

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jefferies Financial Group's WMB Position: Q2 2026 in Review

Jefferies Financial Group increased its Williams Companies (WMB) stake by 203% in Q2 2026, buying an estimated $16.8M and bringing the position to 339,939 shares worth $25.3M. The position accounts for 0.17% of the portfolio, ranked #120.

Jefferies Financial Group first reported a position in WMB in Q4 2022 and has held it in 12 quarters since. The position peaked at $36.9M in Q2 2025. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Jefferies Financial Group held 339,939 shares of Williams Companies worth $25.3M as of Q2 2026.
  • Jefferies Financial Group bought 227,682 Williams Companies shares in Q2 2026, an estimated $16.8M.
  • Williams Companies made up 0.17% of Jefferies Financial Group's portfolio in Q2 2026, its #120 holding.
  • Jefferies Financial Group first reported a position in Williams Companies in Q4 2022 and has held it in 12 quarters since.
  • Jefferies Financial Group's Williams Companies position peaked at $36.9M in Q2 2025.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.