Question 1

How many shares of WSO does BENJAMIN EDWARDS INC own?

Accepted Answer

As of 2026-Q2, BENJAMIN EDWARDS INC holds 128,444 shares of WSO (WATSCO INC).

Question 2

What is BENJAMIN EDWARDS INC's WSO position worth?

Accepted Answer

As of 2026-Q2, BENJAMIN EDWARDS INC's WSO position is worth $53.5M.

Question 3

Is BENJAMIN EDWARDS INC buying or selling WSO?

Accepted Answer

In 2026-Q2, BENJAMIN EDWARDS INC decreased their WSO position (-9.5% change in shares).

Question 4

When did BENJAMIN EDWARDS INC first buy WSO?

Accepted Answer

Based on available 13F filings, BENJAMIN EDWARDS INC first reported a position in WSO in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	128,444	-9.5%	$53.5M	0.5%	$413.18	0
2026-Q1	Decreased	141,901	-2.2%	$51.6M	0.5%	$357.83	0
2025-Q4	Decreased	145,131	-1.0%	$48.9M	0.5%	$328.81	0
2025-Q3	Increased	146,533	+14.1%	$59.3M	0.7%	$391.24	47
2025-Q2	Increased	128,440	+1.9%	$56.7M	0.7%	$424.65	42
2025-Q1	Increased	126,107	+15.9%	$64.1M	0.9%	$485.92	48
2024-Q4	Increased	108,766	+1.2%	$51.6M	0.7%	$450.53	42
2024-Q3	Increased	107,463	+2128.1%	$52.9M	0.8%	$465.08	67