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Sovereign Financial Group’s Williams Companies WMB Stock Holding History

Sovereign Financial Group’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 		$300K Sell
4,029
-48
-1% -$3.53K 0.05% 298
2026
Q1 		$297K Buy
4,077
+69
+2% +$4.78K 0.05% 281
2025
Q4 		$241K Buy
4,008
+35
+0.9% +$2.12K 0.04% 298
2025
Q3 		$252K Buy
+3,973
New +$233K 0.05% 286

Other funds holding WMB

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CAM
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
ETC
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
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Sovereign Financial Group's WMB Position: Q2 2026 in Review

Sovereign Financial Group reduced its Williams Companies (WMB) stake by 1.2% in Q2 2026, selling an estimated $3.53K and leaving 4,029 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #298.

Sovereign Financial Group 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.

  • Sovereign Financial Group held 4,029 shares of Williams Companies worth $300K as of Q2 2026.
  • Sovereign Financial Group sold 48 Williams Companies shares in Q2 2026, an estimated $3.53K.
  • Williams Companies made up 0.05% of Sovereign Financial Group's portfolio in Q2 2026, its #298 holding.
  • Sovereign Financial Group 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 Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.