BankPlus Trust Department

Position in WSO — Watsco Inc

CIK 2047270 JACKSON, MS

Position in WSO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$333,800

+$25,307 QoQ

Shares Held

801

-5.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#516

of 780 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

BankPlus Trust Department holds $9,172,403 across 4 Industrial Distribution names. WSO ranks #3 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWW	W.W. Grainger, Inc.	4,171	$5,674,228
2	FAST	Fastenal Co	64,720	$3,108,501
3	WSO	Watsco Inc This page	801	$333,800
4	POOL	Pool Corp	260	$55,874

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$333,800	801	-5.5%	Shares	Sole	2026-07-28
2026-03-31	$308,493	848	0.0%	Shares	Sole	2026-05-11
2025-12-31	$285,733	848	-10.1%	Shares	Sole	2026-01-27
2025-09-30	$381,254	943	+105.9%	Shares	Sole	2025-10-17
2025-06-30	$202,261	458	0.0%	Shares	Sole	2025-07-23
2025-03-31	$232,801	458	-6.3%	Shares	Sole	2025-05-01
2024-12-31	$231,732	489	—	Shares	Sole	2025-02-04
No filing history on record for this holder in this stock.