PFG Investments’s Williams Companies WMB Stock Holding History

PFG Investments’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	$1.63M	Buy	21,888 +770	+4%	+$56.7K	0.06%	265
2026 Q1	$1.54M	Buy	21,118 +397	+2%	+$27.5K	0.07%	252
2025 Q4	$1.25M	Buy	20,721 +1,465	+8%	+$88.6K	0.06%	282
2025 Q3	$1.22M	Buy	19,256 +649	+3%	+$38.1K	0.06%	279
2025 Q2	$1.17M	Sell	18,607 -1,826	-9%	-$108K	0.07%	260
2025 Q1	$1.22M	Buy	20,433 +2,290	+13%	+$131K	0.08%	250
2024 Q4	$982K	Sell	18,143 -1,943	-10%	-$105K	0.06%	301
2024 Q3	$917K	Buy	20,086 +1,458	+8%	+$64.1K	0.06%	321
2024 Q2	$792K	Buy	18,628 +5,443	+41%	+$218K	0.06%	318
2024 Q1	$514K	Buy	+13,185	New	+$468K	0.03%	511

Other funds holding WMB

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

PFG Investments's WMB Position: Q2 2026 in Review

PFG Investments increased its Williams Companies (WMB) stake by 3.6% in Q2 2026, buying an estimated $56.7K and bringing the position to 21,888 shares worth $1.63M. The position accounts for 0.06% of the portfolio, ranked #265.

PFG Investments first reported a position in WMB in Q1 2024 and has held it in 10 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

PFG Investments held 21,888 shares of Williams Companies worth $1.63M as of Q2 2026.
PFG Investments bought 770 Williams Companies shares in Q2 2026, an estimated $56.7K.
Williams Companies made up 0.06% of PFG Investments's portfolio in Q2 2026, its #265 holding.
PFG Investments first reported a position in Williams Companies in Q1 2024 and has held it in 10 quarters since.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.