Register Financial Advisors
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Register Financial Advisors’s Williams Companies WMB Stock Holding History

Register Financial Advisors’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 		$729K Sell
10,729
-49
-0.5% -$3.56K 0.23% 106
2026
Q2 		$801K Buy
10,778
+812
+8% +$59.8K 0.25% 103
2026
Q1 		$725K Buy
9,966
+414
+4% +$28.7K 0.27% 95
2025
Q4 		$574K Buy
9,552
+149
+2% +$9.01K 0.22% 104
2025
Q3 		$596K Buy
9,403
+47
+0.5% +$2.76K 0.23% 98
2025
Q2 		$588K Sell
9,356
-4,101
-30% -$242K 0.26% 95
2025
Q1 		$804K Sell
13,457
-1,191
-8% -$68.2K 0.42% 67
2024
Q4 		$793K Sell
14,648
-2,885
-16% -$155K 0.4% 68
2024
Q3 		$800K Buy
17,533
+18
+0.1% +$791 0.41% 68
2024
Q2 		$744K Sell
17,515
-181
-1% -$7.26K 0.38% 71
2024
Q1 		$690K Buy
17,696
+20
+0.1% +$711 0.36% 70
2023
Q4 		$616K Sell
17,676
-804
-4% -$28.2K 0.41% 67
2023
Q3 		$623K Sell
18,480
-597
-3% -$20.4K 0.46% 61
2023
Q2 		$622K Buy
19,077
+123
+0.6% +$3.69K 0.44% 61
2023
Q1 		$566K Buy
18,954
+3,018
+19% +$93.2K 0.44% 63
2022
Q4 		$524K Buy
+15,936
New +$519K 0.33% 79

Other funds holding WMB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Register Financial Advisors's WMB Position: Q3 2026 in Review

Register Financial Advisors reduced its Williams Companies (WMB) stake by 0.45% in Q3 2026, selling an estimated $3.56K and leaving 10,729 shares worth $729K. The position accounts for 0.23% of the portfolio, ranked #106.

Register Financial Advisors first reported a position in WMB in Q4 2022 and has held it in 16 quarters since. The position peaked at $804K in Q1 2025. 1,145 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Register Financial Advisors held 10,729 shares of Williams Companies worth $729K as of Q3 2026.
  • Register Financial Advisors sold 49 Williams Companies shares in Q3 2026, an estimated $3.56K.
  • Williams Companies made up 0.23% of Register Financial Advisors's portfolio in Q3 2026, its #106 holding.
  • Register Financial Advisors first reported a position in Williams Companies in Q4 2022 and has held it in 16 quarters since.
  • Register Financial Advisors's Williams Companies position peaked at $804K in Q1 2025.
  • 1,145 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Register Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.