Bank of Montreal
CSW

Bank of Montreal’s CSW Industrials CSW Stock Holding History

Bank of Montreal’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 		$412K Buy
1,482
+112
+8% +$31.1K ﹤0.01% 2573
2026
Q1 		$357K Sell
1,370
-304
-18% -$88.4K ﹤0.01% 2562
2025
Q4 		$491K Sell
1,674
-274
-14% -$73.1K ﹤0.01% 2317
2025
Q3 		$473K Sell
1,948
-1,042
-35% -$280K ﹤0.01% 2294
2025
Q2 		$858K Buy
2,990
+210
+8% +$63.4K ﹤0.01% 1983
2025
Q1 		$810K Buy
2,780
+559
+25% +$181K ﹤0.01% 1917
2024
Q4 		$784K Buy
2,221
+561
+34% +$218K ﹤0.01% 1997
2024
Q3 		$614K Buy
+1,660
New +$518K ﹤0.01% 2282
2021
Q2 		– Sell
-18,679
Closed -$2.57M – 3941
2021
Q1 		$2.57M Sell
18,679
-9,868
-35% -$1.25M ﹤0.01% 1659
2020
Q4 		$3.51M Sell
28,547
-6,076
-18% -$607K ﹤0.01% 1565
2020
Q3 		$2.8M Sell
34,623
-1,342
-4% -$97.3K ﹤0.01% 1520
2020
Q2 		$2.36M Buy
35,965
+1,240
+4% +$83.7K ﹤0.01% 1559
2020
Q1 		$2.12M Sell
34,725
-5,982
-15% -$433K ﹤0.01% 1401
2019
Q4 		$3.13M Buy
40,707
+22,430
+123% +$1.61M ﹤0.01% 1628
2019
Q3 		$1.26M Buy
18,277
+16,987
+1,317% +$1.17M ﹤0.01% 1962
2019
Q2 		$88K Buy
1,290
+1,224
+1,855% +$76.5K ﹤0.01% 3412
2019
Q1 		$4K Sell
66
-152
-70% -$8.22K ﹤0.01% 4055
2018
Q4 		$11K Buy
218
+111
+104% +$5.52K ﹤0.01% 3853
2018
Q3 		$6K Sell
107
-5
-4% -$273 ﹤0.01% 4060
2018
Q2 		$6K Buy
+112
New +$5.32K ﹤0.01% 4078
2016
Q1 		– Sell
-1,880
Closed -$71K – 4215
2015
Q4 		$71K Buy
+1,880
New +$67.9K ﹤0.01% 2902

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

Bank of Montreal's CSW Position: Q2 2026 in Review

Bank of Montreal increased its CSW Industrials (CSW) stake by 8.2% in Q2 2026, buying an estimated $31.1K and bringing the position to 1,482 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #2573.

Bank of Montreal first reported a position in CSW in Q4 2015 and has held it in 21 quarters since. The position peaked at $3.51M in Q4 2020. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Bank of Montreal held 1,482 shares of CSW Industrials worth $412K as of Q2 2026.
  • Bank of Montreal bought 112 CSW Industrials shares in Q2 2026, an estimated $31.1K.
  • CSW Industrials made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2573 holding.
  • Bank of Montreal first reported a position in CSW Industrials in Q4 2015 and has held it in 21 quarters since.
  • Bank of Montreal's CSW Industrials position peaked at $3.51M in Q4 2020.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.