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JNBA Financial Advisors’s Williams-Sonoma WSM Stock Holding History

JNBA Financial Advisors’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 		$700 Buy
+3
New +$595 ﹤0.01% 790
2018
Q4 		– Sell
-5,120
Closed -$168K – 730
2018
Q3 		$168K Buy
+5,120
New +$162K 0.08% 140
2016
Q4 		– Sell
-176
Closed -$4K – 1361
2016
Q3 		$4K Buy
+176
New +$4.6K ﹤0.01% 1313

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

JNBA Financial Advisors's WSM Position: Q2 2026 in Review

JNBA Financial Advisors opened a new position in Williams-Sonoma (WSM) in Q2 2026: 3 shares worth $700. The stake represents ﹤0.01% of the portfolio and ranks #790 among its holdings. This is a return to the name: JNBA Financial Advisors previously reported a position in WSM as recently as Q3 2018.

JNBA Financial Advisors first reported a position in WSM in Q3 2016 and has held it in 3 quarters since. The position peaked at $168K in Q3 2018. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • JNBA Financial Advisors held 3 shares of Williams-Sonoma worth $700 as of Q2 2026.
  • Williams-Sonoma was a new JNBA Financial Advisors position in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #790 holding.
  • JNBA Financial Advisors first reported a position in Williams-Sonoma in Q3 2016 and has held it in 3 quarters since.
  • JNBA Financial Advisors's Williams-Sonoma position peaked at $168K in Q3 2018.
  • 1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.