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S-Bank Fund Management’s Watsco Inc WSO Stock Holding History

S-Bank Fund Management’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 		$234K Buy
+562
New +$226K 0.03% 230

Other funds holding WSO

MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

S-Bank Fund Management's WSO Position: Q2 2026 in Review

S-Bank Fund Management opened a new position in Watsco Inc (WSO) in Q2 2026: 562 shares worth $234K. The stake represents 0.03% of the portfolio and ranks #230 among its holdings.

365 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • S-Bank Fund Management held 562 shares of Watsco Inc worth $234K as of Q2 2026.
  • Watsco Inc was a new S-Bank Fund Management position in Q2 2026.
  • Watsco Inc made up 0.03% of S-Bank Fund Management's portfolio in Q2 2026, its #230 holding.
  • 365 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on S-Bank Fund Management's 13F filing for Q2 2026, filed 4 Aug 2026.