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BENJAMIN EDWARDS INC

Position in WSO — Watsco Inc

CIK 1451623 Clayton, MO

Position in WSO

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$53,526,467
+$1,904,303 QoQ
Shares Held
128,444
-9.5% QoQ
Ownership
0.311%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#48
of 782 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WSO Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

BENJAMIN EDWARDS INC holds $97,288,127 across 6 Industrial Distribution names. WSO ranks #1 (55.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WSO
Watsco Inc
This page
128,444 $53,526,467

All Filings in WSO

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $53,526,467 128,444
2026-03-31 $51,622,164 141,901
2025-12-31 $48,901,890 145,131
2025-09-30 $59,243,291 146,533
2025-06-30 $56,721,672 128,440
2025-03-31 $64,100,187 126,107
2024-12-31 $51,543,119 108,766
2024-09-30 $52,858,900 107,463
2024-06-30 $2,234,206 4,823
2024-03-31 $2,158,986 4,998
2023-12-31 $2,307,310 5,385
2023-09-30 $2,373,214 6,283
2023-06-30 $2,610,017 6,842
2023-03-31 $2,214,075 6,959
2022-12-31 $1,710,634 6,859
2022-09-30 $1,752,272 6,806
2022-06-30 $1,658,366 6,944
2022-03-31 $2,067,591 6,787
2021-12-31 $1,945,174 6,217
2021-09-30 $1,646,465 6,222
2021-06-30 $1,755,383 6,124
2021-03-31 $1,842,981 7,068
2020-12-31 $1,589,927 7,018
2020-09-30 $1,702,425 7,310
2020-06-30 $1,412,537 7,949
2020-03-31 $1,323,027 8,372