ATC
CWAN

Argent Trust Co’s Clearwater Analytics CWAN Stock Holding History

Argent Trust Co’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,161
Closed -$245K – 690
2025
Q2 		$245K Buy
11,161
+214
+2% +$4.92K 0.01% 627
2025
Q1 		$293K Sell
10,947
-2,908
-21% -$81.6K 0.01% 560
2024
Q4 		$381K Sell
13,855
-177
-1% -$5.02K 0.02% 487
2024
Q3 		$354K Sell
14,032
-830
-6% -$18.7K 0.01% 504
2024
Q2 		$275K Sell
14,862
-2,535
-15% -$45.7K 0.01% 555
2024
Q1 		$308K Buy
+17,397
New +$323K 0.01% 518

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Argent Trust Co's CWAN Position: Q3 2025 in Review

Argent Trust Co sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 11,161 shares — an estimated $245K sold.

Argent Trust Co first reported a position in CWAN in Q1 2024 and held it in 6 quarters. The position peaked at $381K in Q4 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • Argent Trust Co reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • Argent Trust Co sold 11,161 Clearwater Analytics shares in Q3 2025, an estimated $245K.
  • Argent Trust Co first reported a position in Clearwater Analytics in Q1 2024 and held it in 6 quarters.
  • Argent Trust Co's Clearwater Analytics position peaked at $381K in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Argent Trust Co's 13F filing for Q3 2025, filed 12 Nov 2025.