Position in WSO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$24,587
+$3,124 QoQ
Shares Held
59
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#661
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, 2026ENTRUST FINANCIAL LLC holds $122,751 across 5 Industrial Distribution names. WSO ranks #2 (20.0% of the industry book) .
All Filings in WSO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,587 | 59 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $21,463 | 59 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $20,217 | 60 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||