Pinnacle Bancorp’s Williams-Sonoma WSM Stock Holding History

Pinnacle Bancorp’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	$328K	Hold	1,440	–	–	0.09%	188
2026 Q2	$336K	Hold	1,440	–	–	0.09%	186
2026 Q1	$263K	Hold	1,440	–	–	0.08%	202
2025 Q4	$257K	Hold	1,440	–	–	0.08%	207
2025 Q3	$281K	Hold	1,440	–	–	0.08%	188
2025 Q2	$235K	Hold	1,440	–	–	0.07%	208
2025 Q1	$228K	Hold	1,440	–	–	0.07%	205
2024 Q4	$267K	Hold	1,440	–	–	0.09%	185
2024 Q3	$223K	Hold	1,440	–	–	0.06%	208
2024 Q2	$203K	Hold	1,440	–	–	0.06%	203
2024 Q1	$229K	Hold	1,440	–	–	0.07%	184
2023 Q4	$145K	Hold	1,440	–	–	0.05%	226
2023 Q3	$112K	Hold	1,440	–	–	0.04%	245
2023 Q2	$90.1K	Hold	1,440	–	–	0.03%	269
2023 Q1	$87.6K	Hold	1,440	–	–	0.03%	273
2022 Q4	$83K	Hold	1,440	–	–	0.03%	274
2022 Q3	$85K	Hold	1,440	–	–	0.04%	254
2022 Q2	$80K	Hold	1,440	–	–	0.03%	261
2022 Q1	$104K	Hold	1,440	–	–	0.04%	241
2021 Q4	$122K	Hold	1,440	–	–	0.04%	224
2021 Q3	$128K	Hold	1,440	–	–	0.05%	206
2021 Q2	$115K	Hold	1,440	–	–	0.05%	224
2021 Q1	$129K	Hold	1,440	–	–	0.06%	201
2020 Q4	$73K	Hold	1,440	–	–	0.05%	277
2020 Q3	$65K	Hold	1,440	–	–	0.05%	273
2020 Q2	$59K	Hold	1,440	–	–	0.04%	272
2020 Q1	$31K	Hold	1,440	–	–	0.03%	334
2019 Q4	$53K	Hold	1,440	–	–	0.04%	295
2019 Q3	$49K	Hold	1,440	–	–	0.03%	307
2019 Q2	$47K	Hold	1,440	–	–	0.03%	315
2019 Q1	$41K	Hold	1,440	–	–	0.02%	325
2018 Q4	$36K	Buy	+1,440	New	+$41.2K	0.02%	336

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pinnacle Bancorp's WSM Position: Q3 2026 in Review

Pinnacle Bancorp held its Williams-Sonoma (WSM) position steady in Q3 2026 at 1,440 shares worth $328K. The position accounts for 0.09% of the portfolio, ranked #188.

Pinnacle Bancorp first reported a position in WSM in Q4 2018 and has held it in 32 quarters since. The position peaked at $336K in Q2 2026. 225 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

Pinnacle Bancorp held 1,440 shares of Williams-Sonoma worth $328K as of Q3 2026.
Pinnacle Bancorp left its Williams-Sonoma share count unchanged in Q3 2026.
Williams-Sonoma made up 0.09% of Pinnacle Bancorp's portfolio in Q3 2026, its #188 holding.
Pinnacle Bancorp first reported a position in Williams-Sonoma in Q4 2018 and has held it in 32 quarters since.
Pinnacle Bancorp's Williams-Sonoma position peaked at $336K in Q2 2026.
225 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

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