Phoenix Financial’s Williams-Sonoma WSM Stock Holding History

Phoenix Financial’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	$266K	Sell	1,141 -10	-0.9%	-$1.98K	﹤0.01%	453
2026 Q1	$210K	Buy	+1,151	New	+$230K	﹤0.01%	456

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Phoenix Financial's WSM Position: Q2 2026 in Review

Phoenix Financial reduced its Williams-Sonoma (WSM) stake by 0.87% in Q2 2026, selling an estimated $1.98K and leaving 1,141 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Phoenix Financial first reported a position in WSM in Q1 2026 and has held it in 2 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Phoenix Financial held 1,141 shares of Williams-Sonoma worth $266K as of Q2 2026.
Phoenix Financial sold 10 Williams-Sonoma shares in Q2 2026, an estimated $1.98K.
Williams-Sonoma made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #453 holding.
Phoenix Financial first reported a position in Williams-Sonoma in Q1 2026 and has held it in 2 quarters since.
998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.