CIBC Private Wealth Group
CSW

CIBC Private Wealth Group’s CSW Industrials CSW Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$34K Sell
116
-9
-7% -$2.4K ﹤0.01% 1946
2025
Q3 		$30.3K Buy
125
+3
+2% +$805 ﹤0.01% 2006
2025
Q2 		$35K Sell
122
-4
-3% -$1.21K ﹤0.01% 1806
2025
Q1 		$32K Sell
126
-105
-45% -$34.1K ﹤0.01% 1797
2024
Q4 		$83.4K Buy
231
+76
+49% +$29.6K ﹤0.01% 1490
2024
Q3 		$56.8K Sell
155
-50
-24% -$15.6K ﹤0.01% 1719
2024
Q2 		$56K Hold
205
– – ﹤0.01% 1635
2024
Q1 		$47.5K Buy
+205
New +$45.7K ﹤0.01% 1708
2022
Q3 		– Sell
-165
Closed -$17K – 963
2022
Q2 		$17K Hold
165
– – ﹤0.01% 1035
2022
Q1 		$19K Buy
+165
New +$19.4K ﹤0.01% 1109

Other funds holding CSW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CIBC Private Wealth Group's CSW Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its CSW Industrials (CSW) stake by 7.2% in Q4 2025, selling an estimated $2.4K and leaving 116 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #1946.

CIBC Private Wealth Group first reported a position in CSW in Q1 2022 and has held it in 10 quarters since. The position peaked at $83.4K in Q4 2024. 352 funds tracked by Wall St. Rank hold CSW as of Q4 2025.

  • CIBC Private Wealth Group held 116 shares of CSW Industrials worth $34K as of Q4 2025.
  • CIBC Private Wealth Group sold 9 CSW Industrials shares in Q4 2025, an estimated $2.4K.
  • CSW Industrials made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1946 holding.
  • CIBC Private Wealth Group first reported a position in CSW Industrials in Q1 2022 and has held it in 10 quarters since.
  • CIBC Private Wealth Group's CSW Industrials position peaked at $83.4K in Q4 2024.
  • 352 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.