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TFC Financial Management’s Williams-Sonoma WSM Stock Holding History

TFC Financial Management’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17K Hold
5
– – ﹤0.01% 631
2026
Q1 		$912 Sell
5
-2
-29% -$399 ﹤0.01% 621
2025
Q4 		$1.25K Hold
7
– – ﹤0.01% 585
2025
Q3 		$1.37K Hold
7
– – ﹤0.01% 594
2025
Q2 		$1.14K Buy
7
+5
+250% +$785 ﹤0.01% 560
2025
Q1 		$317 Hold
2
– – ﹤0.01% 703
2024
Q4 		$371 Hold
2
– – ﹤0.01% 698
2024
Q3 		$310 Hold
2
– – ﹤0.01% 718
2024
Q2 		$283 Hold
2
– – ﹤0.01% 704
2024
Q1 		$318 Buy
+2
New +$232 ﹤0.01% 679

Other funds holding WSM

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

TFC Financial Management's WSM Position: Q2 2026 in Review

TFC Financial Management held its Williams-Sonoma (WSM) position steady in Q2 2026 at 5 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

TFC Financial Management first reported a position in WSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.37K in Q3 2025. 469 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • TFC Financial Management held 5 shares of Williams-Sonoma worth $1.17K as of Q2 2026.
  • TFC Financial Management left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #631 holding.
  • TFC Financial Management first reported a position in Williams-Sonoma in Q1 2024 and has held it in 10 quarters since.
  • TFC Financial Management's Williams-Sonoma position peaked at $1.37K in Q3 2025.
  • 469 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.