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Pacific Center for Financial Services’s Williams-Sonoma WSM Stock Holding History

Pacific Center for Financial Services’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 		$2.41K Hold
10
– – ﹤0.01% 423
2026
Q1 		$1.88K Hold
10
– – ﹤0.01% 438
2025
Q4 		$2K Hold
10
– – ﹤0.01% 413
2025
Q3 		$2K Hold
10
– – ﹤0.01% 413
2025
Q2 		$1.67K Hold
10
– – ﹤0.01% 404
2025
Q1 		$1.6K Hold
10
– – ﹤0.01% 413
2024
Q4 		$1.87K Hold
10
– – ﹤0.01% 415
2024
Q3 		$1.56K Hold
10
– – ﹤0.01% 416
2024
Q2 		$1.42K Hold
10
– – ﹤0.01% 413
2024
Q1 		$1.59K Buy
+10
New +$1.16K ﹤0.01% 418

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 $3.37T AUM 44.26% 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

Pacific Center for Financial Services's WSM Position: Q2 2026 in Review

Pacific Center for Financial Services held its Williams-Sonoma (WSM) position steady in Q2 2026 at 10 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Pacific Center for Financial Services first reported a position in WSM in Q1 2024 and has held it in 10 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Pacific Center for Financial Services held 10 shares of Williams-Sonoma worth $2.41K as of Q2 2026.
  • Pacific Center for Financial Services left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of Pacific Center for Financial Services's portfolio in Q2 2026, its #423 holding.
  • Pacific Center for Financial Services first reported a position in Williams-Sonoma in Q1 2024 and has held it in 10 quarters since.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.