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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Bancorp's WSM Position: Q1 2026 in Review

Pinnacle Bancorp held its Williams-Sonoma (WSM) position steady in Q1 2026 at 1,440 shares worth $263K. The position accounts for 0.08% of the portfolio, ranked #202.

Pinnacle Bancorp first reported a position in WSM in Q4 2018 and has held it in 30 quarters since. The position peaked at $281K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Pinnacle Bancorp held 1,440 shares of Williams-Sonoma worth $263K as of Q1 2026.
Pinnacle Bancorp left its Williams-Sonoma share count unchanged in Q1 2026.
Williams-Sonoma made up 0.08% of Pinnacle Bancorp's portfolio in Q1 2026, its #202 holding.
Pinnacle Bancorp first reported a position in Williams-Sonoma in Q4 2018 and has held it in 30 quarters since.
Pinnacle Bancorp's Williams-Sonoma position peaked at $281K in Q3 2025.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.