U.S. Wealth Group
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U.S. Wealth Group’s Williams Companies WMB Stock Holding History

U.S. Wealth 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
Q3 		$241K Hold
3,547
– – 0.14% 47
2026
Q2 		$264K Buy
+3,547
New +$261K 0.16% 42

Other funds holding WMB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

U.S. Wealth Group's WMB Position: Q3 2026 in Review

U.S. Wealth Group held its Williams Companies (WMB) position steady in Q3 2026 at 3,547 shares worth $241K. The position accounts for 0.14% of the portfolio, ranked #47.

U.S. Wealth Group first reported a position in WMB in Q2 2026 and has held it in 2 quarters since. The position peaked at $264K in Q2 2026. 1,046 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • U.S. Wealth Group held 3,547 shares of Williams Companies worth $241K as of Q3 2026.
  • U.S. Wealth Group left its Williams Companies share count unchanged in Q3 2026.
  • Williams Companies made up 0.14% of U.S. Wealth Group's portfolio in Q3 2026, its #47 holding.
  • U.S. Wealth Group first reported a position in Williams Companies in Q2 2026 and has held it in 2 quarters since.
  • U.S. Wealth Group's Williams Companies position peaked at $264K in Q2 2026.
  • 1,046 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on U.S. Wealth Group's 13F filing for Q3 2026, filed 9 Nov 2026.