Signature Estate & Investment Advisors’s Williams Companies WMB Stock Holding History

Signature Estate & Investment Advisors’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	$200K	Buy	+2,693	New	+$198K	﹤0.01%	655

Other funds holding WMB

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

CCM

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

JIC

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Signature Estate & Investment Advisors's WMB Position: Q2 2026 in Review

Signature Estate & Investment Advisors opened a new position in Williams Companies (WMB) in Q2 2026: 2,693 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #655 among its holdings.

1,014 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Signature Estate & Investment Advisors held 2,693 shares of Williams Companies worth $200K as of Q2 2026.
Williams Companies was a new Signature Estate & Investment Advisors position in Q2 2026.
Williams Companies made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #655 holding.
1,014 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.