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Patriot Financial Group Insurance Agency’s Williams-Sonoma WSM Stock Holding History

Patriot Financial Group Insurance Agency’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
2025
Q3 		– Sell
-1,536
Closed -$251K – 583
2025
Q2 		$251K Buy
+1,536
New +$241K 0.03% 452
2022
Q3 		– Sell
-202
Closed -$11K – 1951
2022
Q2 		$11K Buy
202
+2
+1% +$129 ﹤0.01% 1218
2022
Q1 		$15K Buy
+200
New +$15.1K ﹤0.01% 1217

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WSM Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of Williams-Sonoma (WSM) in Q3 2025, closing a stake of 1,536 shares — an estimated $251K sold.

Patriot Financial Group Insurance Agency first reported a position in WSM in Q1 2022 and held it in 3 quarters. The position peaked at $251K in Q2 2025. 941 funds tracked by Wall St. Rank hold WSM as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining Williams-Sonoma position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,536 Williams-Sonoma shares in Q3 2025, an estimated $251K.
  • Patriot Financial Group Insurance Agency first reported a position in Williams-Sonoma in Q1 2022 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Williams-Sonoma position peaked at $251K in Q2 2025.
  • 941 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.