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First Citizens Bank & Trust’s Watsco Inc WSO Stock Holding History

First Citizens Bank & Trust’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 		$810K Sell
1,944
-39
-2% -$15.7K 0.01% 353
2026
Q1 		$721K Sell
1,983
-593
-23% -$230K 0.02% 360
2025
Q4 		$868K Sell
2,576
-28
-1% -$10K 0.02% 317
2025
Q3 		$1.05M Sell
2,604
-65
-2% -$27.8K 0.02% 278
2025
Q2 		$1.18M Buy
2,669
+1,763
+195% +$818K 0.02% 259
2025
Q1 		$461K Buy
906
+232
+34% +$114K 0.01% 316
2024
Q4 		$319K Buy
674
+54
+9% +$27.3K 0.01% 378
2024
Q3 		$305K Sell
620
-97
-14% -$46.6K 0.01% 372
2024
Q2 		$332K Buy
+717
New +$328K 0.01% 362
2022
Q3 		– Sell
-1,223
Closed -$292K – 400
2022
Q2 		$292K Sell
1,223
-33
-3% -$8.69K 0.01% 287
2022
Q1 		$383K Sell
1,256
-11
-0.9% -$3.14K 0.01% 256
2021
Q4 		$396K Sell
1,267
-8
-0.6% -$2.37K 0.02% 254
2021
Q3 		$337K Buy
1,275
+20
+2% +$5.61K 0.02% 267
2021
Q2 		$360K Sell
1,255
-72
-5% -$20.6K 0.02% 238
2021
Q1 		$346K Buy
1,327
+11
+0.8% +$2.71K 0.02% 259
2020
Q4 		$298K Buy
1,316
+45
+4% +$10.3K 0.02% 277
2020
Q3 		$296K Sell
1,271
-158
-11% -$35.6K 0.02% 258
2020
Q2 		$254K Buy
+1,429
New +$236K 0.02% 297
2020
Q1 		– Sell
-1,176
Closed -$212K – 386
2019
Q4 		$212K Sell
1,176
-14
-1% -$2.46K 0.02% 335
2019
Q3 		$201K Sell
1,190
-1,752
-60% -$284K 0.02% 354
2019
Q2 		$481K Buy
2,942
+10
+0.3% +$1.57K 0.05% 274
2019
Q1 		$420K Buy
2,932
+810
+38% +$116K 0.05% 292
2018
Q4 		$295K Buy
2,122
+4
+0.2% +$610 0.04% 296
2018
Q3 		$377K Buy
2,118
+399
+23% +$70.5K 0.04% 268
2018
Q2 		$306K Buy
1,719
+92
+6% +$16.7K 0.04% 333
2018
Q1 		$294K Buy
1,627
+92
+6% +$15.9K 0.04% 316
2017
Q4 		$261K Sell
1,535
-983
-39% -$162K 0.04% 341
2017
Q3 		$406K Buy
2,518
+1,181
+88% +$178K 0.05% 250
2017
Q2 		$206K Buy
+1,337
New +$191K 0.03% 415

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

First Citizens Bank & Trust's WSO Position: Q2 2026 in Review

First Citizens Bank & Trust reduced its Watsco Inc (WSO) stake by 2% in Q2 2026, selling an estimated $15.7K and leaving 1,944 shares worth $810K. The position accounts for 0.01% of the portfolio, ranked #353.

First Citizens Bank & Trust first reported a position in WSO in Q2 2017 and has held it in 29 quarters since. The position peaked at $1.18M in Q2 2025. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • First Citizens Bank & Trust held 1,944 shares of Watsco Inc worth $810K as of Q2 2026.
  • First Citizens Bank & Trust sold 39 Watsco Inc shares in Q2 2026, an estimated $15.7K.
  • Watsco Inc made up 0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #353 holding.
  • First Citizens Bank & Trust first reported a position in Watsco Inc in Q2 2017 and has held it in 29 quarters since.
  • First Citizens Bank & Trust's Watsco Inc position peaked at $1.18M in Q2 2025.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.