FPF
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First Pacific Financial’s CSW Industrials CSW Stock Holding History

First Pacific Financial’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
Q3 		– Sell
-9
Closed -$2.58K – 536
2025
Q2 		$2.58K Buy
+9
New +$2.72K ﹤0.01% 429
2025
Q1 		– Sell
-1
Closed -$353 – 531
2024
Q4 		$353 Sell
1
-2
-67% -$778 ﹤0.01% 393
2024
Q3 		$1.1K Hold
3
– – ﹤0.01% 374
2024
Q2 		$796 Buy
+3
New +$744 ﹤0.01% 372

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Pacific Financial's CSW Position: Q3 2025 in Review

First Pacific Financial sold out of CSW Industrials (CSW) in Q3 2025, closing a stake of 9 shares — an estimated $2.58K sold.

First Pacific Financial first reported a position in CSW in Q2 2024 and held it in 4 quarters. The position peaked at $2.58K in Q2 2025. 346 funds tracked by Wall St. Rank hold CSW as of Q3 2025.

  • First Pacific Financial reported no remaining CSW Industrials position as of Q3 2025 after selling out during the quarter.
  • First Pacific Financial sold 9 CSW Industrials shares in Q3 2025, an estimated $2.58K.
  • First Pacific Financial first reported a position in CSW Industrials in Q2 2024 and held it in 4 quarters.
  • First Pacific Financial's CSW Industrials position peaked at $2.58K in Q2 2025.
  • 346 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2025.

Based on First Pacific Financial's 13F filing for Q3 2025, filed 21 Oct 2025.