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PFG Investments’s Williams-Sonoma WSM Stock Holding History

PFG Investments’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
Q2 		$635K Sell
2,726
-9
-0.3% -$1.78K 0.02% 561
2026
Q1 		$499K Buy
2,735
+9
+0.3% +$1.8K 0.02% 603
2025
Q4 		$487K Sell
2,726
-11
-0.4% -$2.06K 0.02% 581
2025
Q3 		$535K Buy
2,737
+8
+0.3% +$1.53K 0.03% 527
2025
Q2 		$446K Sell
2,729
-491
-15% -$77.1K 0.03% 569
2025
Q1 		$509K Sell
3,220
-43
-1% -$8.31K 0.03% 487
2024
Q4 		$604K Buy
3,263
+33
+1% +$5.24K 0.04% 424
2024
Q3 		$500K Sell
3,230
-2
-0.1% -$287 0.03% 500
2024
Q2 		$456K Sell
3,232
-600
-16% -$89.4K 0.03% 485
2024
Q1 		$608K Buy
3,832
+612
+19% +$71K 0.04% 463
2023
Q4 		$325K Buy
3,220
+14
+0.4% +$1.21K 0.06% 331
2023
Q3 		$249K Buy
+3,206
New +$221K 0.05% 404

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PFG Investments's WSM Position: Q2 2026 in Review

PFG Investments reduced its Williams-Sonoma (WSM) stake by 0.33% in Q2 2026, selling an estimated $1.78K and leaving 2,726 shares worth $635K. The position accounts for 0.02% of the portfolio, ranked #561.

PFG Investments first reported a position in WSM in Q3 2023 and has held it in 12 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • PFG Investments held 2,726 shares of Williams-Sonoma worth $635K as of Q2 2026.
  • PFG Investments sold 9 Williams-Sonoma shares in Q2 2026, an estimated $1.78K.
  • Williams-Sonoma made up 0.02% of PFG Investments's portfolio in Q2 2026, its #561 holding.
  • PFG Investments first reported a position in Williams-Sonoma in Q3 2023 and has held it in 12 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

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