Root Financial Partners
WMB icon

Root Financial Partners’s Williams Companies WMB Stock Holding History

Root Financial Partners’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 		$512K Buy
7,531
+3,254
+76% +$237K 0.02% 219
2026
Q2 		$318K Buy
4,277
+25
+0.6% +$1.84K 0.01% 272
2026
Q1 		$309K Buy
4,252
+516
+14% +$35.7K 0.01% 244
2025
Q4 		$225K Buy
3,736
+255
+7% +$15.4K 0.01% 278
2025
Q3 		$221K Buy
3,481
+254
+8% +$14.9K 0.01% 264
2025
Q2 		$203K Buy
+3,227
New +$191K 0.02% 245

Other funds holding WMB

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Root Financial Partners's WMB Position: Q3 2026 in Review

Root Financial Partners increased its Williams Companies (WMB) stake by 76% in Q3 2026, buying an estimated $237K and bringing the position to 7,531 shares worth $512K. The position accounts for 0.02% of the portfolio, ranked #219.

Root Financial Partners first reported a position in WMB in Q2 2025 and has held it in 6 quarters since. 687 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Root Financial Partners held 7,531 shares of Williams Companies worth $512K as of Q3 2026.
  • Root Financial Partners bought 3,254 Williams Companies shares in Q3 2026, an estimated $237K.
  • Williams Companies made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #219 holding.
  • Root Financial Partners first reported a position in Williams Companies in Q2 2025 and has held it in 6 quarters since.
  • 687 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.