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Carr Financial Group Corp

SEC CIK
0001931232
Latest filing
Aug 6, 2026

WMB holding history

Williams Companies, Inc. in every 13F filed by Carr Financial Group Corp, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMB overviewAll 13F holders of WMBFull Q2 2026 holdings

Shares (Q2 2026)
4,441
Value
$330.1K
% of portfolio
0.1%
Quarters held
13
Since Q4 2022
Holdings of WMB by Carr Financial Group Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,441$330.1K0.1%−269−5.7%ReducedHolders
Q1 20264,710$342.8K0.1%+696+17.3%AddedHolders
Q4 20254,014$241.3K0.1%+133+3.4%AddedHolders
Q3 20253,881$245.8K0.1%+231+6.3%AddedHolders
Q2 20253,650$229.3K0.1%+3,650NewHolders
Q4 20240$00.0%−7,134−100.0%Sold outHolders
Q3 20247,134$325.7K0.1%+14+0.2%AddedHolders
Q2 20247,120$302.6K0.1%−952−11.8%ReducedHolders
Q1 20248,072$314.6K0.1%−1,468−15.4%ReducedHolders
Q4 20239,540$332.3K0.1%−115−1.2%ReducedHolders
Q3 20239,655$348.3K0.1%−557−5.5%ReducedHolders
Q2 202310,212$333.2K0.1%−12,309−54.7%ReducedHolders
Q1 202322,521$672.5K0.3%−3,002−11.8%ReducedHolders
Q4 202225,523$839.7K0.4%–No prior filingHolders