Park Square Financial Group’s Williams Companies WMB Stock Holding History

Park Square 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 Q3	$11K	Sell	162 -9	-5%	-$655	0.13%	60
2026 Q2	$12.7K	Sell	171 -37	-18%	-$2.72K	0.11%	54
2026 Q1	$15.1K	Sell	208 -192	-48%	-$13.3K	0.11%	53
2025 Q4	$21.6K	Buy	400 +64	+19%	+$3.87K	0.13%	82
2025 Q3	$21.3K	Sell	336 -3,692	-92%	-$217K	0.09%	89
2025 Q2	$253K	Buy	4,028 +34	+0.9%	+$2.01K	0.18%	88
2025 Q1	$239K	Buy	3,994 +76	+2%	+$4.35K	0.19%	74
2024 Q4	$212K	Buy	+3,918	New	+$211K	0.15%	84

Other funds holding WMB

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Park Square Financial Group's WMB Position: Q3 2026 in Review

Park Square Financial Group reduced its Williams Companies (WMB) stake by 5.3% in Q3 2026, selling an estimated $655 and leaving 162 shares worth $11K. The position accounts for 0.13% of the portfolio, ranked #60.

Park Square Financial Group first reported a position in WMB in Q4 2024 and has held it in 8 quarters since. The position peaked at $253K in Q2 2025. 1,331 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Park Square Financial Group held 162 shares of Williams Companies worth $11K as of Q3 2026.
Park Square Financial Group sold 9 Williams Companies shares in Q3 2026, an estimated $655.
Williams Companies made up 0.13% of Park Square Financial Group's portfolio in Q3 2026, its #60 holding.
Park Square Financial Group first reported a position in Williams Companies in Q4 2024 and has held it in 8 quarters since.
Park Square Financial Group's Williams Companies position peaked at $253K in Q2 2025.
1,331 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Park Square Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.