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Scotia Capital’s Williams Companies WMB Stock Holding History

Scotia Capital’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
2016
Q1 		– Sell
-80,000
Closed -$2.05M – 866
2015
Q4 		$2.05M Hold
80,000
– – 0.05% 267
2015
Q3 		$2.95M Hold
80,000
– – 0.07% 199
2015
Q2 		$4.59M Buy
+80,000
New +$4.12M 0.09% 160

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

Scotia Capital's WMB Position: Q2 2026 in Review

Scotia Capital reduced its Williams Companies (WMB) stake by 2% in Q2 2026, selling an estimated $8.76K and leaving 5,696 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Scotia Capital first reported a position in WMB in Q2 2013 and has held it in 36 quarters since. The position peaked at $3.51M in Q4 2013. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Scotia Capital held 5,696 shares of Williams Companies worth $423K as of Q2 2026.
  • Scotia Capital sold 119 Williams Companies shares in Q2 2026, an estimated $8.76K.
  • Williams Companies made up ﹤0.01% of Scotia Capital's portfolio in Q2 2026, its #728 holding.
  • Scotia Capital first reported a position in Williams Companies in Q2 2013 and has held it in 36 quarters since.
  • Scotia Capital's Williams Companies position peaked at $3.51M in Q4 2013.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Scotia Capital's 13F filing for Q2 2026, filed 11 Aug 2026.