Position in WSM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$134,731
+$28,980 QoQ
Shares Held
578
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#814
of 996 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026UMB Bank, n.a. holds $3,862,948 across 19 Specialty Retail names. WSM ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
2,585 | $2,054,531 | |
| 2 | TSCO |
Tractor Supply Co /De/
|
21,298 | $673,229 | |
| 3 | BBY |
Best Buy Co Inc
|
3,138 | $238,111 | |
| 4 | DKS |
Dick's Sporting Goods, Inc.
|
767 | $173,963 | |
| 5 | FIVE |
Five Below, Inc
|
753 | $135,381 | |
| 6 | WSM |
Williams Sonoma Inc
This page
|
578 | $134,731 | |
| 7 | MUSA |
Murphy USA Inc.
|
250 | $134,717 | |
| 8 | GME |
GameStop Corp.
|
4,413 | $97,439 |
All Filings in WSM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,731 | 578 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $105,751 | 580 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $91,973 | 515 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $99,484 | 509 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $80,541 | 493 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $143,080 | 905 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $155,735 | 841 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $82,572 | 533 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $53,649 | 190 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $17,464 | 55 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $7,667 | 38 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $32,789 | 211 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $26,404 | 211 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $25,670 | 211 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $37,692 | 328 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $44,782 | 380 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $40,495 | 365 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $76,415 | 527 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $40,929 | 242 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||