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Nations Financial Group’s Williams Companies WMB Stock Holding History

Nations 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 		$1.94M Buy
26,104
+488
+2% +$35.9K 0.09% 230
2026
Q1 		$1.86M Buy
25,616
+75
+0.3% +$5.19K 0.1% 228
2025
Q4 		$1.54M Buy
25,541
+645
+3% +$39K 0.08% 250
2025
Q3 		$1.58M Sell
24,896
-12
-0% -$704 0.1% 232
2025
Q2 		$1.56M Buy
24,908
+954
+4% +$56.3K 0.11% 217
2025
Q1 		$1.43M Buy
23,954
+2,452
+11% +$140K 0.11% 208
2024
Q4 		$1.16M Buy
21,502
+8
+0% +$431 0.09% 246
2024
Q3 		$981K Buy
21,494
+6,565
+44% +$289K 0.07% 282
2024
Q2 		$634K Buy
14,929
+399
+3% +$16K 0.05% 354
2024
Q1 		$566K Hold
14,530
– – 0.05% 378
2023
Q4 		$506K Buy
14,530
+400
+3% +$14K 0.05% 387
2023
Q3 		$476K Buy
14,130
+600
+4% +$20.5K 0.05% 377
2023
Q2 		$441K Hold
13,530
– – 0.04% 408
2023
Q1 		$404K Sell
13,530
-300
-2% -$9.27K 0.04% 417
2022
Q4 		$455K Sell
13,830
-50
-0.4% -$1.63K 0.05% 379
2022
Q3 		$397K Buy
13,880
+300
+2% +$9.77K 0.06% 342
2022
Q2 		$424K Sell
13,580
-710
-5% -$24.5K 0.06% 336
2022
Q1 		$477K Buy
+14,290
New +$437K 0.06% 322

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

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

Nations Financial Group increased its Williams Companies (WMB) stake by 1.9% in Q2 2026, buying an estimated $35.9K and bringing the position to 26,104 shares worth $1.94M. The position accounts for 0.09% of the portfolio, ranked #230.

Nations Financial Group first reported a position in WMB in Q1 2022 and has held it in 18 quarters since. 502 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Nations Financial Group held 26,104 shares of Williams Companies worth $1.94M as of Q2 2026.
  • Nations Financial Group bought 488 Williams Companies shares in Q2 2026, an estimated $35.9K.
  • Williams Companies made up 0.09% of Nations Financial Group's portfolio in Q2 2026, its #230 holding.
  • Nations Financial Group first reported a position in Williams Companies in Q1 2022 and has held it in 18 quarters since.
  • 502 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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