PFS Partners’s Williams-Sonoma WSM Stock Holding History

PFS Partners’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 Q3	$22K	Buy	+96	New	+$22.2K	0.01%	308

Other funds holding WSM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Reik & Co New York $356M AUM 8.73% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

PFS Partners's WSM Position: Q3 2026 in Review

PFS Partners opened a new position in Williams-Sonoma (WSM) in Q3 2026: 96 shares worth $22K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings.

309 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

PFS Partners held 96 shares of Williams-Sonoma worth $22K as of Q3 2026.
Williams-Sonoma was a new PFS Partners position in Q3 2026.
Williams-Sonoma made up 0.01% of PFS Partners's portfolio in Q3 2026, its #308 holding.
309 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on PFS Partners's 13F filing for Q3 2026, filed 21 Oct 2026.