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Parkside Financial Bank & Trust’s Williams-Sonoma WSM Stock Holding History

Parkside Financial Bank & Trust’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 		$32.5K Buy
178
+8
+5% +$1.6K ﹤0.01% 1138
2025
Q4 		$30.4K Sell
170
-58
-25% -$10.9K ﹤0.01% 1158
2025
Q3 		$44.6K Buy
228
+83
+57% +$15.9K ﹤0.01% 975
2025
Q2 		$23.7K Buy
145
+2
+1% +$314 ﹤0.01% 1171
2025
Q1 		$22.6K Buy
143
+112
+361% +$21.6K ﹤0.01% 1110
2024
Q4 		$5.74K Hold
31
– – ﹤0.01% 1424
2024
Q3 		$4.8K Buy
31
+1
+3% +$143 ﹤0.01% 1434
2024
Q2 		$4.24K Hold
30
– – ﹤0.01% 1406
2024
Q1 		$4.76K Sell
30
-2
-6% -$232 ﹤0.01% 1344
2023
Q4 		$3.23K Sell
32
-4
-11% -$346 ﹤0.01% 1405
2023
Q3 		$2.8K Sell
36
-10
-22% -$689 ﹤0.01% 1557
2023
Q2 		$2.88K Sell
46
-6
-12% -$358 ﹤0.01% 1580
2023
Q1 		$3.16K Hold
52
– – ﹤0.01% 1536
2022
Q4 		$2.99K Sell
52
-4
-7% -$240 ﹤0.01% 1535
2022
Q3 		$3K Buy
56
+20
+56% +$1.42K ﹤0.01% 1471
2022
Q2 		$2K Sell
36
-22
-38% -$1.42K ﹤0.01% 1642
2022
Q1 		$4K Buy
58
+26
+81% +$1.97K ﹤0.01% 1435
2021
Q4 		$3K Buy
32
+4
+14% +$373 ﹤0.01% 1541
2021
Q3 		$2K Buy
28
+2
+8% +$169 ﹤0.01% 1615
2021
Q2 		$2K Buy
26
+2
+8% +$170 ﹤0.01% 1585
2021
Q1 		$2K Buy
24
+18
+300% +$1.22K ﹤0.01% 1542
2020
Q4 		$0 Hold
6
– – ﹤0.01% 1686
2020
Q3 		$0 Buy
+6
New +$267 ﹤0.01% 1670
2020
Q1 		– Sell
-14
Closed -$1K – 1675
2019
Q4 		$1K Hold
14
– – ﹤0.01% 1500
2019
Q3 		$0 Buy
+14
New +$463 ﹤0.01% 1664

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

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

Parkside Financial Bank & Trust increased its Williams-Sonoma (WSM) stake by 4.7% in Q1 2026, buying an estimated $1.6K and bringing the position to 178 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Parkside Financial Bank & Trust first reported a position in WSM in Q3 2019 and has held it in 25 quarters since. The position peaked at $44.6K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Parkside Financial Bank & Trust held 178 shares of Williams-Sonoma worth $32.5K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 8 Williams-Sonoma shares in Q1 2026, an estimated $1.6K.
  • Williams-Sonoma made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1138 holding.
  • Parkside Financial Bank & Trust first reported a position in Williams-Sonoma in Q3 2019 and has held it in 25 quarters since.
  • Parkside Financial Bank & Trust's Williams-Sonoma position peaked at $44.6K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

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