Jefferies Financial Group’s Williams-Sonoma WSM Stock Holding History

Jefferies Financial Group’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	$2.07M	Buy	8,900 +678	+8%	+$134K	0.01%	682
2026 Q1	$1.5M	Sell	8,222 -5,165	-39%	-$1.03M	0.01%	756
2025 Q4	$2.39M	Sell	13,387 -4,227	-24%	-$792K	0.01%	733
2025 Q3	$3.44M	Buy	+17,614	New	+$3.37M	0.02%	471
2025 Q2	–	Sell	-3,791	Closed	-$599K	–	1863
2025 Q1	$599K	Sell	3,791 -1,209	-24%	-$234K	0.01%	995
2024 Q4	$926K	Buy	5,000 +968	+24%	+$154K	0.01%	908
2024 Q3	$625K	Buy	+4,032	New	+$578K	﹤0.01%	923
2024 Q2	–	Sell	-8,430	Closed	-$1.34M	–	1923
2024 Q1	$1.34M	Buy	+8,430	New	+$979K	0.01%	721

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Jefferies Financial Group increased its Williams-Sonoma (WSM) stake by 8.2% in Q2 2026, buying an estimated $134K and bringing the position to 8,900 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #682.

Jefferies Financial Group first reported a position in WSM in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.44M in Q3 2025. 1,001 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Jefferies Financial Group held 8,900 shares of Williams-Sonoma worth $2.07M as of Q2 2026.
Jefferies Financial Group bought 678 Williams-Sonoma shares in Q2 2026, an estimated $134K.
Williams-Sonoma made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #682 holding.
Jefferies Financial Group first reported a position in Williams-Sonoma in Q1 2024 and has held it in 8 quarters since.
Jefferies Financial Group's Williams-Sonoma position peaked at $3.44M in Q3 2025.
1,001 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

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