AF
CSW

Allworth Financial’s CSW Industrials CSW Stock Holding History

Allworth Financial’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.5K Sell
66
-5
-7% -$1.39K ﹤0.01% 3273
2026
Q1 		$18.6K Buy
71
+5
+8% +$1.45K ﹤0.01% 3044
2025
Q4 		$19.4K Buy
66
+12
+22% +$3.2K ﹤0.01% 2847
2025
Q3 		$13.2K Buy
54
+5
+10% +$1.34K ﹤0.01% 2971
2025
Q2 		$14.1K Sell
49
-4
-8% -$1.21K ﹤0.01% 2729
2025
Q1 		$16.7K Sell
53
-1
-2% -$325 ﹤0.01% 2184
2024
Q4 		$21K Sell
54
-3
-5% -$1.17K ﹤0.01% 2057
2024
Q3 		$20.9K Hold
57
– – ﹤0.01% 1887
2024
Q2 		$16.2K Buy
57
+6
+12% +$1.49K ﹤0.01% 2005
2024
Q1 		$12K Buy
51
+1
+2% +$223 ﹤0.01% 2034
2023
Q4 		$10.4K Buy
50
+6
+14% +$1.09K ﹤0.01% 1967
2023
Q3 		$7.69K Hold
44
– – ﹤0.01% 1941
2023
Q2 		$7.29K Hold
44
– – ﹤0.01% 1958
2023
Q1 		$6.08K Hold
44
– – ﹤0.01% 1962
2022
Q4 		$5.07K Sell
44
-1
-2% -$120 ﹤0.01% 1891
2022
Q3 		$5K Buy
45
+1
+2% +$122 ﹤0.01% 1868
2022
Q2 		$4K Hold
44
– – ﹤0.01% 1796
2022
Q1 		$5K Hold
44
– – ﹤0.01% 1622
2021
Q4 		$5K Buy
44
+1
+2% +$130 ﹤0.01% 1544
2021
Q3 		$6K Hold
43
– – ﹤0.01% 1464
2021
Q2 		$5K Hold
43
– – ﹤0.01% 1199
2021
Q1 		$6K Hold
43
– – ﹤0.01% 1086
2020
Q4 		$5K Hold
43
– – ﹤0.01% 976
2020
Q3 		$3K Hold
43
– – ﹤0.01% 917
2020
Q2 		$3K Hold
43
– – ﹤0.01% 933
2020
Q1 		$3K Hold
43
– – ﹤0.01% 963
2019
Q4 		$3K Buy
+43
New +$3.09K ﹤0.01% 838

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Allworth Financial's CSW Position: Q2 2026 in Review

Allworth Financial reduced its CSW Industrials (CSW) stake by 7% in Q2 2026, selling an estimated $1.39K and leaving 66 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3273.

Allworth Financial first reported a position in CSW in Q4 2019 and has held it in 27 quarters since. The position peaked at $21K in Q4 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Allworth Financial held 66 shares of CSW Industrials worth $18.5K as of Q2 2026.
  • Allworth Financial sold 5 CSW Industrials shares in Q2 2026, an estimated $1.39K.
  • CSW Industrials made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3273 holding.
  • Allworth Financial first reported a position in CSW Industrials in Q4 2019 and has held it in 27 quarters since.
  • Allworth Financial's CSW Industrials position peaked at $21K in Q4 2024.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.