Richardson Financial Services’s Williams-Sonoma WSM Stock Holding History

Richardson Financial Services’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 Q2	$125K	Buy	536 +53	+11%	+$10.5K	0.07%	207
2026 Q1	$88.1K	Buy	483 +82	+20%	+$16.4K	0.06%	235
2025 Q4	$71.6K	Buy	401 +46	+13%	+$8.62K	0.02%	260
2025 Q3	$69.4K	Buy	355 +71	+25%	+$13.6K	0.04%	250
2025 Q2	$48K	Buy	+284	New	+$44.6K	0.03%	258
2024 Q4	–	Sell	-354	Closed	-$50K	–	656
2024 Q3	$50K	Sell	354 -354	-50%	-$50.8K	0.03%	261
2024 Q2	$50K	Buy	708 +340	+92%	+$50.7K	0.04%	249
2024 Q1	$58.4K	Sell	368 -104	-22%	-$12.1K	0.04%	237
2023 Q4	$47.6K	Buy	+472	New	+$40.9K	0.04%	215

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Richardson Financial Services's WSM Position: Q2 2026 in Review

Richardson Financial Services increased its Williams-Sonoma (WSM) stake by 11% in Q2 2026, buying an estimated $10.5K and bringing the position to 536 shares worth $125K. The position accounts for 0.07% of the portfolio, ranked #207.

Richardson Financial Services first reported a position in WSM in Q4 2023 and has held it in 9 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Richardson Financial Services held 536 shares of Williams-Sonoma worth $125K as of Q2 2026.
Richardson Financial Services bought 53 Williams-Sonoma shares in Q2 2026, an estimated $10.5K.
Williams-Sonoma made up 0.07% of Richardson Financial Services's portfolio in Q2 2026, its #207 holding.
Richardson Financial Services first reported a position in Williams-Sonoma in Q4 2023 and has held it in 9 quarters since.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.