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Park Square Financial Group’s Williams-Sonoma WSM Stock Holding History

Park Square 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
2026
Q1 		$10.9K Buy
+60
New +$12K 0.08% 82
2025
Q4 		– Sell
-110
Closed -$21.5K – 307
2025
Q3 		$21.5K Sell
110
-261
-70% -$49.9K 0.09% 88
2025
Q2 		$60.6K Buy
371
+131
+55% +$20.6K 0.04% 272
2025
Q1 		$37.9K Sell
240
-226
-48% -$43.7K 0.03% 318
2024
Q4 		$86.3K Buy
+466
New +$73.9K 0.06% 203

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

Park Square Financial Group's WSM Position: Q1 2026 in Review

Park Square Financial Group opened a new position in Williams-Sonoma (WSM) in Q1 2026: 60 shares worth $10.9K. The stake represents 0.08% of the portfolio and ranks #82 among its holdings. This is a return to the name: Park Square Financial Group previously reported a position in WSM as recently as Q3 2025.

Park Square Financial Group first reported a position in WSM in Q4 2024 and has held it in 5 quarters since. The position peaked at $86.3K in Q4 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Park Square Financial Group held 60 shares of Williams-Sonoma worth $10.9K as of Q1 2026.
  • Williams-Sonoma was a new Park Square Financial Group position in Q1 2026.
  • Williams-Sonoma made up 0.08% of Park Square Financial Group's portfolio in Q1 2026, its #82 holding.
  • Park Square Financial Group first reported a position in Williams-Sonoma in Q4 2024 and has held it in 5 quarters since.
  • Park Square Financial Group's Williams-Sonoma position peaked at $86.3K in Q4 2024.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

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