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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
Q2 		$365K Hold
875
– – 0.12% 144
2026
Q1 		$318K Hold
875
– – 0.12% 145
2025
Q4 		$295K Buy
+875
New +$312K 0.11% 149

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 $3.37T 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

Texas Bank & Trust's WSO Position: Q2 2026 in Review

Texas Bank & Trust held its Watsco Inc (WSO) position steady in Q2 2026 at 875 shares worth $365K. The position accounts for 0.12% of the portfolio, ranked #144.

Texas Bank & Trust first reported a position in WSO in Q4 2025 and has held it in 3 quarters since. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Texas Bank & Trust held 875 shares of Watsco Inc worth $365K as of Q2 2026.
  • Texas Bank & Trust left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up 0.12% of Texas Bank & Trust's portfolio in Q2 2026, its #144 holding.
  • Texas Bank & Trust first reported a position in Watsco Inc in Q4 2025 and has held it in 3 quarters since.
  • 783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Texas Bank & Trust's 13F filing for Q2 2026, filed 31 Jul 2026.