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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 		$3.61M Buy
+15,500
New +$3.07M 0.02% 479
2024
Q4 		– Sell
-12,500
Closed -$1.94M – 1892
2024
Q3 		$1.94M Buy
+12,500
New +$1.79M 0.01% 605

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
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. 1,005 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.
  • 1,005 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.