Western Financial Corp’s Williams Companies WMB Stock Holding History

Western Financial Corp’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	$807K	Buy	10,854 +399	+4%	+$29.4K	0.24%	73
2026 Q1	$761K	Sell	10,455 -1,728	-14%	-$120K	0.3%	67
2025 Q4	$732K	Sell	12,183 -82	-0.7%	-$4.96K	0.29%	74
2025 Q3	$777K	Buy	12,265 +1,062	+9%	+$62.3K	0.34%	75
2025 Q2	$704K	Buy	+11,203	New	+$661K	0.38%	76

Other funds holding WMB

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Western Financial Corp's WMB Position: Q2 2026 in Review

Western Financial Corp increased its Williams Companies (WMB) stake by 3.8% in Q2 2026, buying an estimated $29.4K and bringing the position to 10,854 shares worth $807K. The position accounts for 0.24% of the portfolio, ranked #73.

Western Financial Corp first reported a position in WMB in Q2 2025 and has held it in 5 quarters since. 784 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Western Financial Corp held 10,854 shares of Williams Companies worth $807K as of Q2 2026.
Western Financial Corp bought 399 Williams Companies shares in Q2 2026, an estimated $29.4K.
Williams Companies made up 0.24% of Western Financial Corp's portfolio in Q2 2026, its #73 holding.
Western Financial Corp first reported a position in Williams Companies in Q2 2025 and has held it in 5 quarters since.
784 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.