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Patriot Financial Group Insurance Agency’s Williams Companies WMB Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-3,570
Closed -$260K – 695
2026
Q1 		$260K Buy
+3,570
New +$247K 0.01% 602
2025
Q1 		– Sell
-15,705
Closed -$850K – 534
2024
Q4 		$850K Sell
15,705
-557
-3% -$30K 0.11% 206
2024
Q3 		$742K Buy
16,262
+790
+5% +$34.7K 0.1% 223
2024
Q2 		$658K Buy
15,472
+59
+0.4% +$2.37K 0.1% 228
2024
Q1 		$601K Buy
+15,413
New +$548K 0.1% 235
2023
Q4 		– Sell
-13,781
Closed -$464K – 503
2023
Q3 		$464K Sell
13,781
-383
-3% -$13.1K 0.1% 248
2023
Q2 		$462K Buy
14,164
+122
+0.9% +$3.66K 0.09% 260
2023
Q1 		$419K Buy
14,042
+1,653
+13% +$51.1K 0.09% 256
2022
Q4 		$408K Buy
12,389
+1,094
+10% +$35.6K 0.05% 244
2022
Q3 		$323K Buy
11,295
+869
+8% +$28.3K 0.08% 284
2022
Q2 		$325K Buy
10,426
+1,917
+23% +$66.2K 0.07% 286
2022
Q1 		$284K Buy
8,509
+1,544
+22% +$47.2K 0.05% 337
2021
Q4 		$181K Buy
6,965
+612
+10% +$16.9K 0.03% 471
2021
Q3 		$165K Buy
6,353
+1,735
+38% +$43.7K 0.03% 491
2021
Q2 		$123K Buy
4,618
+1,705
+59% +$43.7K 0.02% 563
2021
Q1 		$69K Buy
2,913
+1,304
+81% +$29.6K 0.02% 667
2020
Q4 		$32K Buy
1,609
+164
+11% +$3.33K 0.01% 837
2020
Q3 		$28K Buy
1,445
+1,343
+1,317% +$27.3K 0.01% 693
2020
Q2 		$2K Sell
102
-11
-10% -$205 ﹤0.01% 1435
2020
Q1 		$2K Buy
113
+18
+19% +$349 ﹤0.01% 1349
2019
Q4 		$2K Sell
95
-7
-7% -$160 ﹤0.01% 1150
2019
Q3 		$2K Buy
102
+90
+750% +$2.27K ﹤0.01% 1128
2019
Q2 		$1K Sell
12
-12
-50% -$333 ﹤0.01% 1365
2019
Q1 		$1K Buy
+24
New +$643 ﹤0.01% 1187

Other funds holding WMB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WMB Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 3,570 shares — an estimated $260K sold.

Patriot Financial Group Insurance Agency first reported a position in WMB in Q1 2019 and held it in 24 quarters. The position peaked at $850K in Q4 2024. 933 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,570 Williams Companies shares in Q2 2026, an estimated $260K.
  • Patriot Financial Group Insurance Agency first reported a position in Williams Companies in Q1 2019 and held it in 24 quarters.
  • Patriot Financial Group Insurance Agency's Williams Companies position peaked at $850K in Q4 2024.
  • 933 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.