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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
Q2 		$11.4K Sell
49
-11
-18% -$2.18K 0.1% 64
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 $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

Park Square Financial Group's WSM Position: Q2 2026 in Review

Park Square Financial Group reduced its Williams-Sonoma (WSM) stake by 18% in Q2 2026, selling an estimated $2.18K and leaving 49 shares worth $11.4K. The position accounts for 0.1% of the portfolio, ranked #64.

Park Square Financial Group first reported a position in WSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $86.3K in Q4 2024. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Park Square Financial Group held 49 shares of Williams-Sonoma worth $11.4K as of Q2 2026.
  • Park Square Financial Group sold 11 Williams-Sonoma shares in Q2 2026, an estimated $2.18K.
  • Williams-Sonoma made up 0.1% of Park Square Financial Group's portfolio in Q2 2026, its #64 holding.
  • Park Square Financial Group first reported a position in Williams-Sonoma in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's Williams-Sonoma position peaked at $86.3K in Q4 2024.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.