Position in WSO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$833
+$106 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#765
of 780 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Key Financial Inc holds $255,170 across 7 Industrial Distribution names. WSO ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
2,606 | $125,166 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
35 | $47,614 | |
| 3 | AIT |
Applied Industrial Technologies Inc
|
115 | $38,887 | |
| 4 | WCC |
Wesco International Inc
|
70 | $24,180 | |
| 5 | REZI |
Resideo Technologies, Inc.
|
514 | $11,133 | |
| 6 | FERG |
Ferguson Enterprises Inc. /DE/
|
31 | $7,357 | |
| 7 | WSO |
Watsco Inc
This page
|
2 | $833 |
All Filings in WSO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $833 | 2 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $727 | 2 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,010 | 3 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,212 | 3 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $883 | 2 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,016 | 2 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $947 | 2 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $983 | 2 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $12,044 | 26 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $10,367 | 24 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,283 | 24 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $9,065 | 24 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $9,155 | 24 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $7,635 | 24 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,985 | 24 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $6,179 | 24 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $5,731 | 24 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $7,311 | 24 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $7,509 | 24 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $6,350 | 24 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $6,879 | 24 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $6,258 | 24 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $5,437 | 24 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $3,792 | 24 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||