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Peapack-Gladstone Financial Corp’s Williams Companies WMB Stock Holding History

Peapack-Gladstone Financial Corp’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 		$3.46M Sell
46,537
-3,200
-6% -$235K 0.04% 288
2026
Q1 		$3.62M Buy
49,737
+1,664
+3% +$115K 0.05% 272
2025
Q4 		$2.89M Sell
48,073
-5,036
-9% -$304K 0.04% 300
2025
Q3 		$3.37M Sell
53,109
-7,696
-13% -$452K 0.04% 281
2025
Q2 		$3.82M Sell
60,805
-10,529
-15% -$622K 0.05% 254
2025
Q1 		$4.26M Sell
71,334
-8,305
-10% -$475K 0.06% 238
2024
Q4 		$4.31M Sell
79,639
-2,662
-3% -$143K 0.06% 233
2024
Q3 		$3.76M Buy
82,301
+552
+0.7% +$24.3K 0.05% 256
2024
Q2 		$3.47M Sell
81,749
-7,372
-8% -$296K 0.05% 256
2024
Q1 		$3.47M Sell
89,121
-2,811
-3% -$99.9K 0.05% 261
2023
Q4 		$3.2M Sell
91,932
-2,415
-3% -$84.8K 0.05% 253
2023
Q3 		$3.18M Sell
94,347
-3,750
-4% -$128K 0.06% 246
2023
Q2 		$3.2M Sell
98,097
-7,017
-7% -$211K 0.06% 248
2023
Q1 		$3.14M Sell
105,114
-2,245
-2% -$69.4K 0.06% 253
2022
Q4 		$3.53M Sell
107,359
-601
-0.6% -$19.6K 0.07% 243
2022
Q3 		$3.09M Sell
107,960
-599
-0.6% -$19.5K 0.06% 244
2022
Q2 		$3.39M Buy
108,559
+630
+0.6% +$21.8K 0.08% 216
2022
Q1 		$3.63M Sell
107,929
-2,760
-2% -$84.3K 0.07% 223
2021
Q4 		$2.88M Sell
110,689
-100
-0.1% -$2.76K 0.05% 245
2021
Q3 		$2.88M Buy
+110,789
New +$2.79M 0.06% 236

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Peapack-Gladstone Financial Corp's WMB Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp reduced its Williams Companies (WMB) stake by 6.4% in Q2 2026, selling an estimated $235K and leaving 46,537 shares worth $3.46M. The position accounts for 0.04% of the portfolio, ranked #288.

Peapack-Gladstone Financial Corp first reported a position in WMB in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.31M in Q4 2024. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 46,537 shares of Williams Companies worth $3.46M as of Q2 2026.
  • Peapack-Gladstone Financial Corp sold 3,200 Williams Companies shares in Q2 2026, an estimated $235K.
  • Williams Companies made up 0.04% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #288 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Williams Companies in Q3 2021 and has held it in 20 quarters since.
  • Peapack-Gladstone Financial Corp's Williams Companies position peaked at $4.31M in Q4 2024.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.