Position in WMS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,281,892
+$299,219 QoQ
Shares Held
8,167
+14.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#251
of 543 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026BENJAMIN EDWARDS INC holds $19,057,631 across 8 Building Products & Equipment names. WMS ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAS |
Masco Corp /De/
|
86,234 | $7,016,859 | |
| 2 | TT |
Trane Technologies plc
|
12,551 | $6,164,549 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
25,370 | $1,860,889 | |
| 4 | JCI |
Johnson Controls International plc
|
9,139 | $1,335,298 | |
| 5 | WMS |
Advanced Drainage Systems, Inc.
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|
8,167 | $1,281,892 | |
| 6 | BLDR |
Builders FirstSource, Inc.
|
6,423 | $574,729 | |
| 7 | TREX |
Trex Co Inc
|
9,845 | $492,643 | |
| 8 | FBIN |
Fortune Brands Innovations, Inc.
|
6,025 | $330,772 |
All Filings in WMS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,281,892 | 8,167 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $982,673 | 7,166 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $328,039 | 2,265 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $310,826 | 2,241 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $243,043 | 2,116 | Shares | Defined | 2025-08-14 | |
| 2024-09-30 | $259,156 | 1,649 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||