Hilltop National Bank’s CSW Industrials CSW Stock Holding History

Hilltop National Bank’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	$229K	Hold	824	–	–	0.05%	228
2026 Q1	$215K	Buy	824 +141	+21%	+$41K	0.05%	226
2025 Q4	$200K	Buy	683 +135	+25%	+$36K	0.05%	225
2025 Q3	$133K	Hold	548	–	–	0.03%	303
2025 Q2	$157K	Buy	+548	New	+$166K	0.04%	262
2024 Q4	$113K	Sell	319 -30	-9%	-$11.7K	0.03%	279
2024 Q3	$128K	Sell	349 -22	-6%	-$6.87K	0.04%	276
2024 Q2	$98.4K	Buy	371 +6	+2%	+$1.49K	0.03%	305
2024 Q1	$85.6K	Buy	+365	New	+$81.3K	0.03%	337

Other funds holding CSW

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return