Position in WSO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$364,638
+$46,322 QoQ
Shares Held
875
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#506
of 782 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, 2026Texas Bank & Trust Co holds $364,638 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
|
875 | $364,638 |
All Filings in WSO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,638 | 875 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $318,316 | 875 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $294,831 | 875 | Shares | Other | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||