Position in WSO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$679,269
-$43,217 QoQ
Shares Held
1,630
-17.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#403
of 780 holders
Holding Since
Dec 2025
3 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, 2026NORTHBRIDGE FINANCIAL GROUP, LLC holds $679,269 across 1 Industrial Distribution name. WSO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
1,630 | $679,269 |
All Filings in WSO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $679,269 | 1,630 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $722,486 | 1,986 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $685,019 | 2,033 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||