PFS
WMB icon

Prospera Financial Services’s Williams Companies WMB Stock Holding History

Prospera Financial Services’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
Q2 		$3.91M Sell
52,628
-2,092
-4% -$154K 0.06% 337
2026
Q1 		$3.98M Sell
54,720
-10,101
-16% -$699K 0.06% 314
2025
Q4 		$3.9M Buy
64,821
+1,258
+2% +$76.1K 0.06% 304
2025
Q3 		$4.03M Buy
63,563
+1,601
+3% +$94K 0.07% 295
2025
Q2 		$3.89M Buy
61,962
+8,514
+16% +$503K 0.07% 281
2025
Q1 		$3.19M Buy
53,448
+34,094
+176% +$1.95M 0.07% 267
2024
Q4 		$1.05M Buy
19,354
+5,640
+41% +$304K 0.02% 527
2024
Q3 		$626K Buy
13,714
+917
+7% +$40.3K 0.02% 642
2024
Q2 		$544K Sell
12,797
-304
-2% -$12.2K 0.02% 686
2024
Q1 		$511K Buy
13,101
+2,178
+20% +$77.4K 0.02% 709
2023
Q4 		$380K Sell
10,923
-10,899
-50% -$382K 0.01% 746
2023
Q3 		$735K Sell
21,822
-286
-1% -$9.76K 0.03% 506
2023
Q2 		$721K Buy
22,108
+128
+0.6% +$3.84K 0.03% 505
2023
Q1 		$656K Sell
21,980
-25,110
-53% -$776K 0.03% 535
2022
Q4 		$1.55M Buy
47,090
+29,291
+165% +$954K 0.08% 272
2022
Q3 		$510K Buy
17,799
+14,459
+433% +$471K 0.03% 518
2022
Q2 		$104K Sell
3,340
-1,893
-36% -$65.4K 0.01% 890
2022
Q1 		$175K Buy
+5,233
New +$160K 0.01% 924
2020
Q4 		– Sell
-3,520
Closed -$70K – 1582
2020
Q3 		$70K Buy
+3,520
New +$71.7K 0.03% 513
2019
Q3 		– Sell
-16,199
Closed -$454K – 569
2019
Q2 		$454K Sell
16,199
-288
-2% -$8K 0.05% 302
2019
Q1 		$478K Buy
+16,487
New +$442K 0.16% 172
2015
Q4 		– Sell
-12,966
Closed -$478K – 324
2015
Q3 		$478K Buy
12,966
+3,718
+40% +$185K 0.12% 120
2015
Q2 		$531K Buy
9,248
+3,832
+71% +$197K 0.13% 124
2015
Q1 		$274K Buy
+5,416
New +$251K 0.06% 231

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Prospera Financial Services's WMB Position: Q2 2026 in Review

Prospera Financial Services reduced its Williams Companies (WMB) stake by 3.8% in Q2 2026, selling an estimated $154K and leaving 52,628 shares worth $3.91M. The position accounts for 0.06% of the portfolio, ranked #337.

Prospera Financial Services first reported a position in WMB in Q1 2015 and has held it in 24 quarters since. The position peaked at $4.03M in Q3 2025. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Prospera Financial Services held 52,628 shares of Williams Companies worth $3.91M as of Q2 2026.
  • Prospera Financial Services sold 2,092 Williams Companies shares in Q2 2026, an estimated $154K.
  • Williams Companies made up 0.06% of Prospera Financial Services's portfolio in Q2 2026, its #337 holding.
  • Prospera Financial Services first reported a position in Williams Companies in Q1 2015 and has held it in 24 quarters since.
  • Prospera Financial Services's Williams Companies position peaked at $4.03M in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.