Jefferies Financial Group
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Jefferies Financial Group’s Watsco Inc WSO Stock Holding History

Jefferies 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
Q3 		$757K Buy
2,500
+2,002
+402% +$669K 0.01% 852
2026
Q2 		$208K Buy
+498
New +$200K ﹤0.01% 1465
2026
Q1 		– Sell
-6,188
Closed -$2.09M – 2259
2025
Q4 		$2.09M Buy
+6,188
New +$2.21M 0.01% 791
2025
Q2 		– Sell
-445
Closed -$226K – 1864
2025
Q1 		$226K Hold
445
– – ﹤0.01% 1331
2024
Q4 		$211K Hold
445
– – ﹤0.01% 1373
2024
Q3 		$219K Sell
445
-50
-10% -$24K ﹤0.01% 1206
2024
Q2 		$229K Buy
+495
New +$226K ﹤0.01% 1196
2024
Q1 		– Sell
-5,322
Closed -$2.28M – 2083
2023
Q4 		$2.28M Buy
+5,322
New +$2.06M 0.01% 662
2023
Q2 		– Sell
-12,107
Closed -$3.85M – 2047
2023
Q1 		$3.85M Buy
+12,107
New +$3.56M 0.03% 438

Other funds holding WSO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Jefferies Financial Group's WSO Position: Q3 2026 in Review

Jefferies Financial Group increased its Watsco Inc (WSO) stake by 402% in Q3 2026, buying an estimated $669K and bringing the position to 2,500 shares worth $757K. The position accounts for 0.01% of the portfolio, ranked #852.

Jefferies Financial Group first reported a position in WSO in Q1 2023 and has held it in 9 quarters since. The position peaked at $3.85M in Q1 2023. 638 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Jefferies Financial Group held 2,500 shares of Watsco Inc worth $757K as of Q3 2026.
  • Jefferies Financial Group bought 2,002 Watsco Inc shares in Q3 2026, an estimated $669K.
  • Watsco Inc made up 0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #852 holding.
  • Jefferies Financial Group first reported a position in Watsco Inc in Q1 2023 and has held it in 9 quarters since.
  • Jefferies Financial Group's Watsco Inc position peaked at $3.85M in Q1 2023.
  • 638 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.