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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jefferies Financial Group's WSM Position: Q1 2026 in Review

Jefferies Financial Group reduced its Williams-Sonoma (WSM) stake by 39% in Q1 2026, selling an estimated $1.03M and leaving 8,222 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #756.

Jefferies Financial Group first reported a position in WSM in Q1 2024 and has held it in 7 quarters since. The position peaked at $3.44M in Q3 2025. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Jefferies Financial Group held 8,222 shares of Williams-Sonoma worth $1.5M as of Q1 2026.
  • Jefferies Financial Group sold 5,165 Williams-Sonoma shares in Q1 2026, an estimated $1.03M.
  • Williams-Sonoma made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #756 holding.
  • Jefferies Financial Group first reported a position in Williams-Sonoma in Q1 2024 and has held it in 7 quarters since.
  • Jefferies Financial Group's Williams-Sonoma position peaked at $3.44M in Q3 2025.
  • 925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.