Focus Partners Wealth

Position in WSM — Williams Sonoma Inc

CIK 1542153 ST LOUIS, MO

Position in WSM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$12,730,290

+$2,538,955 QoQ

Shares Held

54,613

-2.3% QoQ

Ownership

0.046%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#149

of 1,003 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 12% Shared 25% None 63%

Consumer Cyclical · as of Jun 30, 2026

Focus Partners Wealth holds $62,072,279 across 12 Specialty Retail names. WSM ranks #1 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WSM	Williams Sonoma Inc This page	54,613	$12,730,290
2	CASY	Caseys General Stores Inc	11,700	$9,299,043
3	DKS	Dick's Sporting Goods, Inc.	32,122	$7,285,590
4	BBY	Best Buy Co Inc	93,567	$7,099,863
5	TSCO	Tractor Supply Co /De/	205,261	$6,488,300
6	ULTA	Ulta Beauty, Inc.	12,718	$5,735,563
7	FIVE	Five Below, Inc	28,001	$5,034,299
8	ASO	Academy Sports & Outdoors, Inc.	101,899	$4,802,499

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,730,290	54,613	-2.3%	Shares	Sole	2026-08-12
2026-03-31	$10,191,335	55,895	-3.5%	Shares	Sole	2026-05-15
2025-12-31	$10,347,326	57,939	+82.6%	Shares	Sole	2026-02-13
2025-09-30	$6,200,846	31,726	-4.5%	Shares	Sole	2025-11-14
2025-06-30	$5,428,294	33,227	+586.7%	Shares	Sole	2025-08-14
2025-03-31	$765,045	4,839	+0.7%	Shares	Sole	2025-05-20
2024-12-31	$889,789	4,805	+135.1%	Shares	Sole	2025-05-20
2024-09-30	$316,656	2,044	-64.9%	Shares	Sole	2024-11-14
2024-06-30	$822,147	5,820	+341.6%	Shares	Sole	2024-08-15
2024-03-31	$418,504	1,318	—	Shares	Sole	2024-05-16
No filing history on record for this holder in this stock.