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Citizens Business Bank’s Watsco Inc WSO Stock Holding History

Citizens Business Bank’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 		$925K Buy
2,219
+980
+79% +$394K 0.14% 81
2026
Q1 		$451K Buy
+1,239
New +$480K 0.07% 99

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 $3.37T AUM 44.26% 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

Citizens Business Bank's WSO Position: Q2 2026 in Review

Citizens Business Bank increased its Watsco Inc (WSO) stake by 79% in Q2 2026, buying an estimated $394K and bringing the position to 2,219 shares worth $925K. The position accounts for 0.14% of the portfolio, ranked #81.

Citizens Business Bank first reported a position in WSO in Q1 2026 and has held it in 2 quarters since. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Citizens Business Bank held 2,219 shares of Watsco Inc worth $925K as of Q2 2026.
  • Citizens Business Bank bought 980 Watsco Inc shares in Q2 2026, an estimated $394K.
  • Watsco Inc made up 0.14% of Citizens Business Bank's portfolio in Q2 2026, its #81 holding.
  • Citizens Business Bank first reported a position in Watsco Inc in Q1 2026 and has held it in 2 quarters since.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Citizens Business Bank's 13F filing for Q2 2026, filed 3 Aug 2026.