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SVB Wealth’s Williams Companies WMB Stock Holding History

SVB Wealth’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
2015
Q4 		– Sell
-14,000
Closed -$516K – 566
2015
Q3 		$516K Buy
+14,000
New +$697K 0.02% 411

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SVB Wealth's WMB Position: Q2 2026 in Review

SVB Wealth reduced its Williams Companies (WMB) stake by 6.2% in Q2 2026, selling an estimated $27.2K and leaving 5,590 shares worth $416K. The position accounts for 0.03% of the portfolio, ranked #287.

SVB Wealth first reported a position in WMB in Q4 2014 and has held it in 36 quarters since. The position peaked at $4.31M in Q2 2015. 263 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • SVB Wealth held 5,590 shares of Williams Companies worth $416K as of Q2 2026.
  • SVB Wealth sold 369 Williams Companies shares in Q2 2026, an estimated $27.2K.
  • Williams Companies made up 0.03% of SVB Wealth's portfolio in Q2 2026, its #287 holding.
  • SVB Wealth first reported a position in Williams Companies in Q4 2014 and has held it in 36 quarters since.
  • SVB Wealth's Williams Companies position peaked at $4.31M in Q2 2015.
  • 263 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.