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Pinnacle Financial Partners (Georgia)’s Watsco Inc WSO Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$218K Buy
+522
New +$210K ﹤0.01% 1093
2026
Q1 		– Sell
-671
Closed -$226K – 1129
2025
Q4 		$226K Buy
+671
New +$240K ﹤0.01% 995

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
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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 $3.37T AUM 44.26% 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

Pinnacle Financial Partners (Georgia)'s WSO Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) opened a new position in Watsco Inc (WSO) in Q2 2026: 522 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1093 among its holdings. This is a return to the name: Pinnacle Financial Partners (Georgia) previously reported a position in WSO as recently as Q4 2025.

Pinnacle Financial Partners (Georgia) first reported a position in WSO in Q4 2025 and has held it in 2 quarters since. The position peaked at $226K in Q4 2025. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 522 shares of Watsco Inc worth $218K as of Q2 2026.
  • Watsco Inc was a new Pinnacle Financial Partners (Georgia) position in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #1093 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Watsco Inc in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Financial Partners (Georgia)'s Watsco Inc position peaked at $226K in Q4 2025.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.