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Parkside Financial Bank & Trust’s Williams Companies WMB Stock Holding History

Parkside Financial Bank & Trust’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
Q1 		$375K Sell
5,159
-257
-5% -$17.8K 0.03% 308
2025
Q4 		$326K Buy
5,416
+352
+7% +$21.3K 0.02% 341
2025
Q3 		$321K Buy
5,064
+252
+5% +$14.8K 0.02% 333
2025
Q2 		$302K Buy
4,812
+354
+8% +$20.9K 0.03% 338
2025
Q1 		$266K Buy
4,458
+284
+7% +$16.3K 0.03% 334
2024
Q4 		$226K Buy
4,174
+255
+7% +$13.7K 0.03% 361
2024
Q3 		$179K Buy
3,919
+217
+6% +$9.54K 0.02% 396
2024
Q2 		$157K Sell
3,702
-694
-16% -$27.8K 0.02% 399
2024
Q1 		$171K Buy
4,396
+73
+2% +$2.59K 0.03% 383
2023
Q4 		$151K Sell
4,323
-301
-7% -$10.6K 0.03% 367
2023
Q3 		$156K Buy
4,624
+121
+3% +$4.13K 0.04% 307
2023
Q2 		$147K Buy
4,503
+605
+16% +$18.2K 0.03% 314
2023
Q1 		$116K Buy
3,898
+46
+1% +$1.42K 0.03% 352
2022
Q4 		$127K Sell
3,852
-182
-5% -$5.92K 0.04% 320
2022
Q3 		$116K Sell
4,034
-71
-2% -$2.31K 0.04% 306
2022
Q2 		$128K Buy
4,105
+200
+5% +$6.91K 0.04% 289
2022
Q1 		$130K Sell
3,905
-748
-16% -$22.9K 0.03% 293
2021
Q4 		$121K Sell
4,653
-31
-0.7% -$857 0.03% 328
2021
Q3 		$122K Sell
4,684
-45
-1% -$1.13K 0.04% 285
2021
Q2 		$126K Sell
4,729
-1,407
-23% -$36K 0.04% 285
2021
Q1 		$146K Sell
6,136
-868
-12% -$19.7K 0.04% 244
2020
Q4 		$141K Sell
7,004
-12,272
-64% -$249K 0.04% 250
2020
Q3 		$379K Sell
19,276
-2,205
-10% -$44.9K 0.13% 110
2020
Q2 		$409K Sell
21,481
-804
-4% -$15K 0.13% 110
2020
Q1 		$315K Buy
22,285
+2,007
+10% +$38.9K 0.12% 123
2019
Q4 		$481K Sell
20,278
-4,642
-19% -$106K 0.14% 107
2019
Q3 		$600K Sell
24,920
-1,823
-7% -$46K 0.19% 74
2019
Q2 		$750K Sell
26,743
-2,787
-9% -$77.4K 0.24% 63
2019
Q1 		$848K Sell
29,530
-13,364
-31% -$358K 0.29% 51
2018
Q4 		$946K Sell
42,894
-2,991
-7% -$74.8K 0.34% 44
2018
Q3 		$1.25M Buy
45,885
+45,616
+16,958% +$1.32M 0.43% 37
2018
Q2 		$7K Sell
269
-53
-16% -$1.4K ﹤0.01% 820
2018
Q1 		$8K Sell
322
-111
-26% -$3.27K ﹤0.01% 778
2017
Q4 		$14K Buy
433
+25
+6% +$727 0.01% 658
2017
Q3 		$13K Buy
408
+23
+6% +$700 0.01% 667
2017
Q2 		$12K Buy
385
+69
+22% +$2.06K ﹤0.01% 690
2017
Q1 		$9K Buy
316
+53
+20% +$1.53K ﹤0.01% 733
2016
Q4 		$8K Buy
263
+99
+60% +$2.98K ﹤0.01% 755
2016
Q3 		$5K Sell
164
-33,875
-100% -$899K ﹤0.01% 858
2016
Q2 		$736K Sell
34,039
-2,849
-8% -$57.2K 0.36% 57
2016
Q1 		$592K Buy
36,888
+28,811
+357% +$495K 0.3% 70
2015
Q4 		$207K Buy
8,077
+1,081
+15% +$37.8K 0.1% 143
2015
Q3 		$257K Buy
+6,996
New +$348K 0.15% 109
2014
Q3 		– Sell
-13,642
Closed -$794K – 185
2014
Q2 		$794K Buy
+13,642
New +$632K 0.47% 60

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parkside Financial Bank & Trust's WMB Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its Williams Companies (WMB) stake by 4.7% in Q1 2026, selling an estimated $17.8K and leaving 5,159 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #308.

Parkside Financial Bank & Trust first reported a position in WMB in Q2 2014 and has held it in 44 quarters since. The position peaked at $1.25M in Q3 2018. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Parkside Financial Bank & Trust held 5,159 shares of Williams Companies worth $375K as of Q1 2026.
  • Parkside Financial Bank & Trust sold 257 Williams Companies shares in Q1 2026, an estimated $17.8K.
  • Williams Companies made up 0.03% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #308 holding.
  • Parkside Financial Bank & Trust first reported a position in Williams Companies in Q2 2014 and has held it in 44 quarters since.
  • Parkside Financial Bank & Trust's Williams Companies position peaked at $1.25M in Q3 2018.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.