Plan Group Financial
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Plan Group Financial’s Williams-Sonoma WSM Stock Holding History

Plan Group 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
Q3 		– Sell
-1,400
Closed -$326K – 266
2026
Q2 		$326K Hold
1,400
– – 0.07% 167
2026
Q1 		$255K Hold
1,400
– – 0.06% 188
2025
Q4 		$250K Hold
1,400
– – 0.06% 169
2025
Q3 		$274K Sell
1,400
-23
-2% -$4.4K 0.07% 148
2025
Q2 		$232K Buy
1,423
+23
+2% +$3.61K 0.08% 139
2025
Q1 		$221K Buy
+1,400
New +$271K 0.08% 135

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RC
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Congress Asset Management
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Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
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Virginia Retirement Systems
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Plan Group Financial's WSM Position: Q3 2026 in Review

Plan Group Financial sold out of Williams-Sonoma (WSM) in Q3 2026, closing a stake of 1,400 shares — an estimated $326K sold.

Plan Group Financial first reported a position in WSM in Q1 2025 and held it in 6 quarters. The position peaked at $326K in Q2 2026. 335 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Plan Group Financial reported no remaining Williams-Sonoma position as of Q3 2026 after selling out during the quarter.
  • Plan Group Financial sold 1,400 Williams-Sonoma shares in Q3 2026, an estimated $326K.
  • Plan Group Financial first reported a position in Williams-Sonoma in Q1 2025 and held it in 6 quarters.
  • Plan Group Financial's Williams-Sonoma position peaked at $326K in Q2 2026.
  • 335 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.