FFA
CSW

Farther Finance Advisors’s CSW Industrials CSW Stock Holding History

Farther Finance 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
Q2 		$22.4K Sell
81
-34
-30% -$9.43K ﹤0.01% 3890
2026
Q1 		$29.9K Buy
115
+35
+44% +$10.2K ﹤0.01% 3370
2025
Q4 		$23.5K Sell
80
-14
-15% -$3.73K ﹤0.01% 3332
2025
Q3 		$22.8K Buy
94
+35
+59% +$9.39K ﹤0.01% 2953
2025
Q2 		$16.9K Buy
59
+4
+7% +$1.21K ﹤0.01% 2782
2025
Q1 		$16.3K Sell
55
-236
-81% -$76.6K ﹤0.01% 2490
2024
Q4 		$103K Sell
291
-37
-11% -$14.4K ﹤0.01% 1302
2024
Q3 		$120K Buy
328
+46
+16% +$14.4K ﹤0.01% 1220
2024
Q2 		$74.3K Buy
282
+243
+623% +$60.3K ﹤0.01% 1251
2024
Q1 		$9.04K Hold
39
– – ﹤0.01% 1802
2023
Q4 		$8.09K Buy
39
+3
+8% +$544 ﹤0.01% 1713
2023
Q3 		$6.31K Hold
36
– – ﹤0.01% 1439
2023
Q2 		$5.98K Hold
36
– – ﹤0.01% 1368
2023
Q1 		$5K Hold
36
– – ﹤0.01% 1338
2022
Q4 		$4.17K Buy
+36
New +$4.31K ﹤0.01% 1231

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

Farther Finance Advisors's CSW Position: Q2 2026 in Review

Farther Finance Advisors reduced its CSW Industrials (CSW) stake by 30% in Q2 2026, selling an estimated $9.43K and leaving 81 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3890.

Farther Finance Advisors first reported a position in CSW in Q4 2022 and has held it in 15 quarters since. The position peaked at $120K in Q3 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Farther Finance Advisors held 81 shares of CSW Industrials worth $22.4K as of Q2 2026.
  • Farther Finance Advisors sold 34 CSW Industrials shares in Q2 2026, an estimated $9.43K.
  • CSW Industrials made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3890 holding.
  • Farther Finance Advisors first reported a position in CSW Industrials in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's CSW Industrials position peaked at $120K in Q3 2024.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.