JFG
WSO icon

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
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 $6.73T 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

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

Jefferies Financial Group opened a new position in Watsco Inc (WSO) in Q2 2026: 498 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1465 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in WSO as recently as Q4 2025.

Jefferies Financial Group first reported a position in WSO in Q1 2023 and has held it in 8 quarters since. The position peaked at $3.85M in Q1 2023. 786 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Jefferies Financial Group held 498 shares of Watsco Inc worth $208K as of Q2 2026.
  • Watsco Inc was a new Jefferies Financial Group position in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1465 holding.
  • Jefferies Financial Group first reported a position in Watsco Inc in Q1 2023 and has held it in 8 quarters since.
  • Jefferies Financial Group's Watsco Inc position peaked at $3.85M in Q1 2023.
  • 786 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.