CFG
CSW

Clayton Financial Group’s CSW Industrials CSW Stock Holding History

Clayton Financial 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 		– Sell
-6
Closed -$1.46K – 616
2025
Q3 		$1.46K Buy
+6
New +$1.61K ﹤0.01% 264

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $3.37T AUM 44.26% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Clayton Financial Group's CSW Position: Q4 2025 in Review

Clayton Financial Group sold out of CSW Industrials (CSW) in Q4 2025, closing a stake of 6 shares — an estimated $1.46K sold.

Clayton Financial Group first reported a position in CSW in Q3 2025 and held it in 1 quarter. The position peaked at $1.46K in Q3 2025. 352 funds tracked by Wall St. Rank hold CSW as of Q4 2025.

  • Clayton Financial Group reported no remaining CSW Industrials position as of Q4 2025 after selling out during the quarter.
  • Clayton Financial Group sold 6 CSW Industrials shares in Q4 2025, an estimated $1.46K.
  • Clayton Financial Group first reported a position in CSW Industrials in Q3 2025 and held it in 1 quarter.
  • Clayton Financial Group's CSW Industrials position peaked at $1.46K in Q3 2025.
  • 352 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2025.

Based on Clayton Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.