First Pacific Financial
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First Pacific Financial’s Watsco Inc WSO Stock Holding History

First Pacific Financial’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
Q3 		$1.57K Hold
5
– – ﹤0.01% 516
2026
Q2 		$2.13K Hold
5
– – ﹤0.01% 486
2026
Q1 		$1.85K Hold
5
– – ﹤0.01% 543
2025
Q4 		$1.7K Hold
5
– – ﹤0.01% 449
2025
Q3 		$2.02K Hold
5
– – ﹤0.01% 433
2025
Q2 		$2.21K Hold
5
– – ﹤0.01% 438
2025
Q1 		$2.54K Buy
+5
New +$2.46K ﹤0.01% 432
2024
Q2 		– Sell
-2
Closed -$864 – 485
2024
Q1 		$864 Buy
+2
New +$803 ﹤0.01% 394

Other funds holding WSO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

First Pacific Financial's WSO Position: Q3 2026 in Review

First Pacific Financial held its Watsco Inc (WSO) position steady in Q3 2026 at 5 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

First Pacific Financial first reported a position in WSO in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.54K in Q1 2025. 417 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • First Pacific Financial held 5 shares of Watsco Inc worth $1.57K as of Q3 2026.
  • First Pacific Financial left its Watsco Inc share count unchanged in Q3 2026.
  • Watsco Inc made up ﹤0.01% of First Pacific Financial's portfolio in Q3 2026, its #516 holding.
  • First Pacific Financial first reported a position in Watsco Inc in Q1 2024 and has held it in 8 quarters since.
  • First Pacific Financial's Watsco Inc position peaked at $2.54K in Q1 2025.
  • 417 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.