Texas Bank & Trust’s Watsco Inc WSO Stock Holding History

Texas Bank & Trust’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 Q1	$318K	Hold	875	–	–	0.12%	145
2025 Q4	$295K	Buy	+875	New	+$312K	0.11%	149

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Texas Bank & Trust's WSO Position: Q1 2026 in Review

Texas Bank & Trust held its Watsco Inc (WSO) position steady in Q1 2026 at 875 shares worth $318K. The position accounts for 0.12% of the portfolio, ranked #145.

Texas Bank & Trust first reported a position in WSO in Q4 2025 and has held it in 2 quarters since. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

Texas Bank & Trust held 875 shares of Watsco Inc worth $318K as of Q1 2026.
Texas Bank & Trust left its Watsco Inc share count unchanged in Q1 2026.
Watsco Inc made up 0.12% of Texas Bank & Trust's portfolio in Q1 2026, its #145 holding.
Texas Bank & Trust first reported a position in Watsco Inc in Q4 2025 and has held it in 2 quarters since.
769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Texas Bank & Trust's 13F filing for Q1 2026, filed 30 Apr 2026.