CARY STREET PARTNERS FINANCIAL LLC

Position in WSO — Watsco Inc

CIK 1475045 RICHMOND, VA

Position in WSO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$534,247

+$186,464 QoQ

Shares Held

1,282

+34.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#441

of 782 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

CARY STREET PARTNERS FINANCIAL LLC holds $3,342,107 across 4 Industrial Distribution names. WSO ranks #3 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FERG	Ferguson Enterprises Inc. /DE/	5,928	$1,406,892
2	GWW	W.W. Grainger, Inc.	857	$1,165,862
3	WSO	Watsco Inc This page	1,282	$534,247
4	FAST	Fastenal Co	4,895	$235,106

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$534,247	1,282	+34.1%	Shares	Defined	2026-07-17
2026-03-31	$347,783	956	+3.9%	Shares	Defined	2026-04-29
2025-12-31	$309,994	920	-7.5%	Shares	Defined	2026-02-09
2025-09-30	$402,278	995	-5.8%	Shares	Defined	2025-11-10
2025-06-30	$466,350	1,056	-1.6%	Shares	Defined	2025-08-13
2025-03-31	$545,405	1,073	+2.2%	Shares	Defined	2025-05-09
2024-12-31	$497,584	1,050	—	Shares	Defined	2025-02-14
No filing history on record for this holder in this stock.