VFA
WMB icon

Valeo Financial Advisors’s Williams Companies WMB Stock Holding History

Valeo Financial Advisors’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 		$52K Buy
+700
New +$51.5K ﹤0.01% 811

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

Valeo Financial Advisors's WMB Position: Q2 2026 in Review

Valeo Financial Advisors increased its Williams Companies (WMB) stake by 14% in Q2 2026, buying an estimated $50.8K and bringing the position to 5,477 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #517.

Valeo Financial Advisors first reported a position in WMB in Q3 2017 and has held it in 29 quarters since. The position peaked at $411K in Q2 2025. 451 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Valeo Financial Advisors held 5,477 shares of Williams Companies worth $407K as of Q2 2026.
  • Valeo Financial Advisors bought 690 Williams Companies shares in Q2 2026, an estimated $50.8K.
  • Williams Companies made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #517 holding.
  • Valeo Financial Advisors first reported a position in Williams Companies in Q3 2017 and has held it in 29 quarters since.
  • Valeo Financial Advisors's Williams Companies position peaked at $411K in Q2 2025.
  • 451 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.