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Williams-Sonoma shares owned by Compass Financial Group

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Compass Financial Group from 13F filings

Historical chart of Compass Financial Group investment in Williams-Sonoma

Tip: Access up to 7 years of quarterly data

All positions including Williams-Sonoma held by Compass Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams-Sonoma by Compass Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $254k 1.1k 233.19

More positions owned by Compass Financial Group

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Mcp Etf (IJH)
Doubleline Etf Trust Mortgage Etf (DMBS)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Msci Usa Min Etf (USMV)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Msci Eafe Min Vl (EFAV)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Esg Msci Kld Etf (DSI)

View all positions for Compass Financial Group

Top funds holding Williams-Sonoma

BlackRock
Reed Conner & Birdwell
Vanguard Capital Management
Blackhill Capital
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
First Trust Advisors
Norges Bank Investment Management
Invesco
Ubs Global Asset Management Americas
FMR
Northern Trust
Dimensional Fund Advisors
Nuveen

View all funds holding Williams-Sonoma