Position in WSO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$66,676
+$8,470 QoQ
Shares Held
160
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#627
of 780 holders
Holding Since
Dec 2023
11 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $66,676 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
|
160 | $66,676 |
All Filings in WSO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,676 | 160 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $58,206 | 160 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $55,596 | 165 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $70,752 | 175 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $81,699 | 185 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $94,035 | 185 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $87,669 | 185 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $110,672 | 225 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $104,228 | 225 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $105,831 | 245 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $98,548 | 230 | Shares | Sole | 2024-03-04 | |
| No filing history on record for this holder in this stock. | ||||||