Ritter Daniher Financial Advisory’s Williams Companies WMB Stock Holding History

Ritter Daniher Financial Advisory’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	$7.14K	Hold	96	–	–	﹤0.01%	480
2026 Q1	$6.99K	Hold	96	–	–	﹤0.01%	473
2025 Q4	$5.77K	Hold	96	–	–	﹤0.01%	498
2025 Q3	$6.08K	Buy	+96	New	+$5.63K	﹤0.01%	383

Other funds holding WMB

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

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

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Ritter Daniher Financial Advisory's WMB Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Williams Companies (WMB) position steady in Q2 2026 at 96 shares worth $7.14K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Ritter Daniher Financial Advisory first reported a position in WMB in Q3 2025 and has held it in 4 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Ritter Daniher Financial Advisory held 96 shares of Williams Companies worth $7.14K as of Q2 2026.
Ritter Daniher Financial Advisory left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #480 holding.
Ritter Daniher Financial Advisory first reported a position in Williams Companies in Q3 2025 and has held it in 4 quarters since.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.