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Union Savings Bank’s Williams Companies WMB Stock Holding History

Union Savings Bank’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
Q2 		$18.5K Hold
249
– – 0.01% 243
2026
Q1 		$18.1K Hold
249
– – 0.01% 238
2025
Q4 		$15K Buy
+249
New +$15.1K 0.01% 249

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Union Savings Bank's WMB Position: Q2 2026 in Review

Union Savings Bank held its Williams Companies (WMB) position steady in Q2 2026 at 249 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #243.

Union Savings Bank first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Union Savings Bank held 249 shares of Williams Companies worth $18.5K as of Q2 2026.
  • Union Savings Bank left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 0.01% of Union Savings Bank's portfolio in Q2 2026, its #243 holding.
  • Union Savings Bank first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.