Western Financial Corp
WMB icon

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
Q3 		$738K Buy
10,863
+9
+0.1% +$655 0.25% 89
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Western Financial Corp's WMB Position: Q3 2026 in Review

Western Financial Corp increased its Williams Companies (WMB) stake by 0.08% in Q3 2026, buying an estimated $655 and bringing the position to 10,863 shares worth $738K. The position accounts for 0.25% of the portfolio, ranked #89.

Western Financial Corp first reported a position in WMB in Q2 2025 and has held it in 6 quarters since. The position peaked at $807K in Q2 2026. 1,520 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Western Financial Corp held 10,863 shares of Williams Companies worth $738K as of Q3 2026.
  • Western Financial Corp bought 9 Williams Companies shares in Q3 2026, an estimated $655.
  • Williams Companies made up 0.25% of Western Financial Corp's portfolio in Q3 2026, its #89 holding.
  • Western Financial Corp first reported a position in Williams Companies in Q2 2025 and has held it in 6 quarters since.
  • Western Financial Corp's Williams Companies position peaked at $807K in Q2 2026.
  • 1,520 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Western Financial Corp's 13F filing for Q3 2026, filed 14 Oct 2026.