CoreCap Advisors
CSW icon

CoreCap Advisors’s CSW Industrials CSW Stock Holding History

CoreCap Advisors’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
Q3 		$576 Hold
2
– – ﹤0.01% 2772
2026
Q2 		$557 Buy
+2
New +$555 ﹤0.01% 2835

Other funds holding CSW

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

CoreCap Advisors's CSW Position: Q3 2026 in Review

CoreCap Advisors held its CSW Industrials (CSW) position steady in Q3 2026 at 2 shares worth $576. The position accounts for ﹤0.01% of the portfolio, ranked #2772.

CoreCap Advisors first reported a position in CSW in Q2 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold CSW as of Q3 2026.

  • CoreCap Advisors held 2 shares of CSW Industrials worth $576 as of Q3 2026.
  • CoreCap Advisors left its CSW Industrials share count unchanged in Q3 2026.
  • CSW Industrials made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2772 holding.
  • CoreCap Advisors first reported a position in CSW Industrials in Q2 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.