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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return