TFC Financial Management’s Williams Companies WMB Stock Holding History

TFC Financial Management’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 Q3	$8.29K	Hold	122	–	–	﹤0.01%	452
2026 Q2	$9.07K	Buy	122 +10	+9%	+$736	﹤0.01%	433
2026 Q1	$8.15K	Hold	112	–	–	﹤0.01%	415
2025 Q4	$6.73K	Hold	112	–	–	﹤0.01%	421
2025 Q3	$7.1K	Hold	112	–	–	﹤0.01%	428
2025 Q2	$7.04K	Hold	112	–	–	﹤0.01%	401
2025 Q1	$6.69K	Hold	112	–	–	﹤0.01%	385
2024 Q4	$6.06K	Hold	112	–	–	﹤0.01%	394
2024 Q3	$5.11K	Hold	112	–	–	﹤0.01%	417
2024 Q2	$4.76K	Hold	112	–	–	﹤0.01%	396
2024 Q1	$4.36K	Buy	112 +6	+6%	+$213	﹤0.01%	401
2023 Q4	$3.69K	Hold	106	–	–	﹤0.01%	405
2023 Q3	$3.57K	Hold	106	–	–	﹤0.01%	414
2023 Q2	$3.46K	Buy	106 +33	+45%	+$990	﹤0.01%	397
2023 Q1	$2.18K	Buy	73 +16	+28%	+$494	﹤0.01%	454
2022 Q4	$1.88K	Hold	57	–	–	﹤0.01%	407
2022 Q3	$2K	Hold	57	–	–	﹤0.01%	433
2022 Q2	$2K	Hold	57	–	–	﹤0.01%	428
2022 Q1	$2K	Hold	57	–	–	﹤0.01%	446
2021 Q4	$1K	Hold	57	–	–	﹤0.01%	571
2021 Q3	$1K	Hold	57	–	–	﹤0.01%	559
2021 Q2	$2K	Hold	57	–	–	﹤0.01%	477
2021 Q1	$1K	Hold	57	–	–	﹤0.01%	555
2020 Q4	$1K	Hold	57	–	–	﹤0.01%	542
2020 Q3	$1K	Buy	+57	New	+$1.16K	﹤0.01%	515

Other funds holding WMB

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TFC Financial Management's WMB Position: Q3 2026 in Review

TFC Financial Management held its Williams Companies (WMB) position steady in Q3 2026 at 122 shares worth $8.29K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

TFC Financial Management first reported a position in WMB in Q3 2020 and has held it in 25 quarters since. The position peaked at $9.07K in Q2 2026. 518 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

TFC Financial Management held 122 shares of Williams Companies worth $8.29K as of Q3 2026.
TFC Financial Management left its Williams Companies share count unchanged in Q3 2026.
Williams Companies made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #452 holding.
TFC Financial Management first reported a position in Williams Companies in Q3 2020 and has held it in 25 quarters since.
TFC Financial Management's Williams Companies position peaked at $9.07K in Q2 2026.
518 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.