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CIBC Bancorp USA’s Watsco Inc WSO Stock Holding History

CIBC Bancorp USA’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50.6M Sell
121,392
-6,512
-5% -$2.62M 0.06% 257
2026
Q1 		$46.5M Buy
+127,904
New +$49.6M 0.06% 236
2025
Q3 		$506K Buy
+1,251
New +$535K ﹤0.01% 870

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

CIBC Bancorp USA's WSO Position: Q2 2026 in Review

CIBC Bancorp USA reduced its Watsco Inc (WSO) stake by 5.1% in Q2 2026, selling an estimated $2.62M and leaving 121,392 shares worth $50.6M. The position accounts for 0.06% of the portfolio, ranked #257.

CIBC Bancorp USA first reported a position in WSO in Q3 2025 and has held it in 3 quarters since. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • CIBC Bancorp USA held 121,392 shares of Watsco Inc worth $50.6M as of Q2 2026.
  • CIBC Bancorp USA sold 6,512 Watsco Inc shares in Q2 2026, an estimated $2.62M.
  • Watsco Inc made up 0.06% of CIBC Bancorp USA's portfolio in Q2 2026, its #257 holding.
  • CIBC Bancorp USA first reported a position in Watsco Inc in Q3 2025 and has held it in 3 quarters since.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on CIBC Bancorp USA's 13F filing for Q2 2026, filed 13 Aug 2026.