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UMB Bank’s Williams-Sonoma WSM Stock Holding History

UMB Bank’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 		$135K Sell
578
-2
-0.3% -$396 ﹤0.01% 908
2026
Q1 		$106K Buy
580
+65
+13% +$13K ﹤0.01% 954
2025
Q4 		$92K Buy
515
+6
+1% +$1.12K ﹤0.01% 990
2025
Q3 		$99.5K Buy
509
+16
+3% +$3.06K ﹤0.01% 869
2025
Q2 		$80.5K Sell
493
-412
-46% -$64.7K ﹤0.01% 920
2025
Q1 		$143K Buy
905
+64
+8% +$12.4K ﹤0.01% 652
2024
Q4 		$156K Buy
841
+308
+58% +$48.9K ﹤0.01% 607
2024
Q3 		$82.6K Buy
533
+153
+40% +$21.9K ﹤0.01% 739
2024
Q2 		$53.7K Buy
380
+270
+245% +$40.2K ﹤0.01% 810
2024
Q1 		$17.5K Buy
110
+34
+45% +$3.95K ﹤0.01% 1126
2023
Q4 		$7.67K Sell
76
-346
-82% -$30K ﹤0.01% 1351
2023
Q3 		$32.8K Hold
422
– – ﹤0.01% 943
2023
Q2 		$26.4K Hold
422
– – ﹤0.01% 1011
2023
Q1 		$25.7K Sell
422
-234
-36% -$14.6K ﹤0.01% 1016
2022
Q4 		$37K Sell
656
-104
-14% -$6.24K ﹤0.01% 934
2022
Q3 		$44K Buy
760
+30
+4% +$2.13K ﹤0.01% 903
2022
Q2 		$41K Sell
730
-324
-31% -$21K ﹤0.01% 970
2022
Q1 		$76K Buy
1,054
+570
+118% +$43.1K ﹤0.01% 841
2021
Q4 		$41K Buy
+484
New +$45.1K ﹤0.01% 1046

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UMB Bank's WSM Position: Q2 2026 in Review

UMB Bank reduced its Williams-Sonoma (WSM) stake by 0.34% in Q2 2026, selling an estimated $396 and leaving 578 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

UMB Bank first reported a position in WSM in Q4 2021 and has held it in 19 quarters since. The position peaked at $156K in Q4 2024. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • UMB Bank held 578 shares of Williams-Sonoma worth $135K as of Q2 2026.
  • UMB Bank sold 2 Williams-Sonoma shares in Q2 2026, an estimated $396.
  • Williams-Sonoma made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #908 holding.
  • UMB Bank first reported a position in Williams-Sonoma in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Williams-Sonoma position peaked at $156K in Q4 2024.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.