Root Financial Partners’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
Other funds holding WMB
Root Financial Partners's WMB Position: Q2 2026 in Review
Root Financial Partners increased its Williams Companies (WMB) stake by 0.59% in Q2 2026, buying an estimated $1.84K and bringing the position to 4,277 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #272.
Root Financial Partners first reported a position in WMB in Q2 2025 and has held it in 5 quarters since. 1,831 funds tracked by Wall St. Rank hold WMB as of Q2 2026.
- Root Financial Partners held 4,277 shares of Williams Companies worth $318K as of Q2 2026.
- Root Financial Partners bought 25 Williams Companies shares in Q2 2026, an estimated $1.84K.
- Williams Companies made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #272 holding.
- Root Financial Partners first reported a position in Williams Companies in Q2 2025 and has held it in 5 quarters since.
- 1,831 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.
Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.