Pinnacle Bancorp’s Williams Companies WMB Stock Holding History

Pinnacle Bancorp’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 Q3	$100K	Sell	1,470 -70	-5%	-$5.09K	0.03%	342
2026 Q2	$114K	Sell	1,540 -516	-25%	-$38K	0.03%	327
2026 Q1	$150K	Hold	2,056	–	–	0.04%	271
2025 Q4	$124K	Hold	2,056	–	–	0.04%	296
2025 Q3	$130K	Buy	2,056 +1,406	+216%	+$82.5K	0.04%	291
2025 Q2	$40.8K	Hold	650	–	–	0.01%	458
2025 Q1	$38.8K	Hold	650	–	–	0.01%	467
2024 Q4	$35.2K	Sell	650 -112	-15%	-$6.04K	0.01%	485
2024 Q3	$34.8K	Hold	762	–	–	0.01%	483
2024 Q2	$32.4K	Hold	762	–	–	0.01%	473
2024 Q1	$29.7K	Hold	762	–	–	0.01%	486
2023 Q4	$26.5K	Sell	762 -70	-8%	-$2.46K	0.01%	488
2023 Q3	$28K	Hold	832	–	–	0.01%	464
2023 Q2	$27.1K	Hold	832	–	–	0.01%	466
2023 Q1	$24.8K	Hold	832	–	–	0.01%	470
2022 Q4	$27K	Hold	832	–	–	0.01%	434
2022 Q3	$24K	Hold	832	–	–	0.01%	430
2022 Q2	$26K	Hold	832	–	–	0.01%	420
2022 Q1	$28K	Buy	832 +182	+28%	+$5.56K	0.01%	426
2021 Q4	$17K	Hold	650	–	–	0.01%	508
2021 Q3	$17K	Hold	650	–	–	0.01%	517
2021 Q2	$17K	Hold	650	–	–	0.01%	521
2021 Q1	$15K	Buy	+650	New	+$14.8K	0.01%	526
2019 Q4	–	Sell	-90	Closed	-$2K	–	706
2019 Q3	$2K	Hold	90	–	–	﹤0.01%	699
2019 Q2	$3K	Hold	90	–	–	﹤0.01%	665
2019 Q1	$3K	Hold	90	–	–	﹤0.01%	660
2018 Q4	$2K	Buy	+90	New	+$2.25K	﹤0.01%	689
2017 Q1	$3K	Buy	+90	New	+$2.6K	﹤0.01%	593

Other funds holding WMB

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

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

Pinnacle Bancorp's WMB Position: Q3 2026 in Review

Pinnacle Bancorp reduced its Williams Companies (WMB) stake by 4.5% in Q3 2026, selling an estimated $5.09K and leaving 1,470 shares worth $100K. The position accounts for 0.03% of the portfolio, ranked #342.

Pinnacle Bancorp first reported a position in WMB in Q1 2017 and has held it in 28 quarters since. The position peaked at $150K in Q1 2026. 518 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Pinnacle Bancorp held 1,470 shares of Williams Companies worth $100K as of Q3 2026.
Pinnacle Bancorp sold 70 Williams Companies shares in Q3 2026, an estimated $5.09K.
Williams Companies made up 0.03% of Pinnacle Bancorp's portfolio in Q3 2026, its #342 holding.
Pinnacle Bancorp first reported a position in Williams Companies in Q1 2017 and has held it in 28 quarters since.
Pinnacle Bancorp's Williams Companies position peaked at $150K in Q1 2026.
518 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.