FFA
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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
Q3 		$28.8K Buy
100
+19
+23% +$5.8K ﹤0.01% 3868
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
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
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Farther Finance Advisors's CSW Position: Q3 2026 in Review

Farther Finance Advisors increased its CSW Industrials (CSW) stake by 23% in Q3 2026, buying an estimated $5.8K and bringing the position to 100 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3868.

Farther Finance Advisors first reported a position in CSW in Q4 2022 and has held it in 16 quarters since. The position peaked at $120K in Q3 2024. 17 funds tracked by Wall St. Rank hold CSW as of Q3 2026.

  • Farther Finance Advisors held 100 shares of CSW Industrials worth $28.8K as of Q3 2026.
  • Farther Finance Advisors bought 19 CSW Industrials shares in Q3 2026, an estimated $5.8K.
  • CSW Industrials made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3868 holding.
  • Farther Finance Advisors first reported a position in CSW Industrials in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's CSW Industrials position peaked at $120K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2026.

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