Position in WSO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$201,903
+$15,234 QoQ
Shares Held
555
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026Parkside Financial Bank & Trust holds $1,078,151 across 18 Industrial Distribution names. WSO ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WCC |
Wesco International Inc
|
774 | $211,781 | |
| 2 | WSO |
Watsco Inc
This page
|
555 | $201,903 | |
| 3 | FAST |
Fastenal Co
|
3,659 | $169,777 | |
| 4 | POOL |
Pool Corp
|
798 | $161,458 | |
| 5 | GWW |
W.W. Grainger, Inc.
|
128 | $139,623 | |
| 6 | AIT |
Applied Industrial Technologies Inc
|
430 | $114,087 | |
| 7 | FERG |
Ferguson Enterprises Inc. /DE/
|
113 | $26,357 | |
| 8 | MSM |
Msc Industrial Direct Co Inc
|
199 | $18,360 |
All Filings in WSO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,903 | 555 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $186,669 | 554 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $220,343 | 545 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $244,656 | 554 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $291,255 | 573 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $257,795 | 544 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $287,257 | 584 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $259,413 | 560 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $227,215 | 526 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $190,668 | 445 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $154,108 | 408 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $139,999 | 367 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $110,401 | 347 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $87,289 | 350 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $245,358 | 953 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $234,281 | 981 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $280,268 | 920 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $516,877 | 1,652 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $87,323 | 330 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $93,157 | 325 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $83,440 | 320 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $75,440 | 333 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $71,963 | 309 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $60,595 | 341 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $52,782 | 334 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||