Citizens Financial Group’s Watsco Inc WSO Stock Holding History

Citizens Financial Group’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	$507K	Buy	1,216 +332	+38%	+$133K	0.01%	652
2026 Q1	$321K	Sell	884 -2,194	-71%	-$850K	﹤0.01%	671
2025 Q4	$1.04M	Sell	3,078 -493	-14%	-$176K	0.01%	390
2025 Q3	$1.44M	Sell	3,571 -256	-7%	-$109K	0.02%	330
2025 Q2	$1.69M	Buy	3,827 +1,004	+36%	+$466K	0.03%	275
2025 Q1	$1.43M	Sell	2,823 -476	-14%	-$235K	0.03%	271
2024 Q4	$1.56M	Buy	3,299 +82	+3%	+$41.5K	0.03%	243
2024 Q3	$1.58M	Buy	3,217 +929	+41%	+$447K	0.03%	242
2024 Q2	$1.06M	Buy	+2,288	New	+$1.05M	0.02%	268
2023 Q4	–	Sell	-606	Closed	-$229K	–	415
2023 Q3	$229K	Buy	+606	New	+$219K	0.01%	328
2020 Q2	–	Sell	-270	Closed	-$43K	–	1202
2020 Q1	$43K	Hold	270	–	–	﹤0.01%	456
2019 Q4	$49K	Buy	+270	New	+$47.5K	﹤0.01%	440

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Citizens Financial Group's WSO Position: Q2 2026 in Review

Citizens Financial Group increased its Watsco Inc (WSO) stake by 38% in Q2 2026, buying an estimated $133K and bringing the position to 1,216 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #652.

Citizens Financial Group first reported a position in WSO in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.69M in Q2 2025. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Citizens Financial Group held 1,216 shares of Watsco Inc worth $507K as of Q2 2026.
Citizens Financial Group bought 332 Watsco Inc shares in Q2 2026, an estimated $133K.
Watsco Inc made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #652 holding.
Citizens Financial Group first reported a position in Watsco Inc in Q4 2019 and has held it in 12 quarters since.
Citizens Financial Group's Watsco Inc position peaked at $1.69M in Q2 2025.
781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.