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Zions Bancorporation, National Association’s Williams-Sonoma WSM Stock Holding History

Zions Bancorporation, National Association’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 		$45.9K Sell
197
-7
-3% -$1.39K ﹤0.01% 573
2026
Q1 		$37.2K Sell
204
-563
-73% -$112K ﹤0.01% 597
2025
Q4 		$137K Buy
767
+509
+197% +$95.4K 0.01% 483
2025
Q3 		$50.4K Buy
258
+228
+760% +$43.6K ﹤0.01% 545
2025
Q2 		$4.9K Sell
30
-69
-70% -$10.8K ﹤0.01% 745
2025
Q1 		$15.7K Buy
+99
New +$19.1K ﹤0.01% 656

Other funds holding WSM

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Zions Bancorporation, National Association's WSM Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Williams-Sonoma (WSM) stake by 3.4% in Q2 2026, selling an estimated $1.39K and leaving 197 shares worth $45.9K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Zions Bancorporation, National Association first reported a position in WSM in Q1 2025 and has held it in 6 quarters since. The position peaked at $137K in Q4 2025. 468 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Zions Bancorporation, National Association held 197 shares of Williams-Sonoma worth $45.9K as of Q2 2026.
  • Zions Bancorporation, National Association sold 7 Williams-Sonoma shares in Q2 2026, an estimated $1.39K.
  • Williams-Sonoma made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #573 holding.
  • Zions Bancorporation, National Association first reported a position in Williams-Sonoma in Q1 2025 and has held it in 6 quarters since.
  • Zions Bancorporation, National Association's Williams-Sonoma position peaked at $137K in Q4 2025.
  • 468 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.