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RFP Financial Group’s Williams Companies WMB Stock Holding History

RFP Financial Group’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 		$210K Hold
2,828
– – 0.09% 63
2026
Q1 		$206K Buy
+2,828
New +$196K 0.11% 58
2024
Q3 		– Sell
-2,828
Closed -$120K – 802
2024
Q2 		$120K Hold
2,828
– – 0.04% 147
2024
Q1 		$110K Hold
2,828
– – 0.04% 139
2023
Q4 		$98.5K Hold
2,828
– – 0.04% 144
2023
Q3 		$95.3K Hold
2,828
– – 0.04% 141
2023
Q2 		$92.3K Hold
2,828
– – 0.04% 157
2023
Q1 		$84.4K Buy
2,828
+1,000
+55% +$30.9K 0.1% 73
2022
Q4 		$60.1K Buy
+1,828
New +$59.5K 0.03% 177

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RFP Financial Group's WMB Position: Q2 2026 in Review

RFP Financial Group held its Williams Companies (WMB) position steady in Q2 2026 at 2,828 shares worth $210K. The position accounts for 0.09% of the portfolio, ranked #63.

RFP Financial Group first reported a position in WMB in Q4 2022 and has held it in 9 quarters since. 1,824 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • RFP Financial Group held 2,828 shares of Williams Companies worth $210K as of Q2 2026.
  • RFP Financial Group left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 0.09% of RFP Financial Group's portfolio in Q2 2026, its #63 holding.
  • RFP Financial Group first reported a position in Williams Companies in Q4 2022 and has held it in 9 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on RFP Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.