Janney Montgomery Scott
CSW

Janney Montgomery Scott’s CSW Industrials CSW Stock Holding History

Janney Montgomery Scott’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 		$479K Buy
+1,720
New +$477K ﹤0.01% 2416
2026
Q1 		– Sell
-1,754
Closed -$515K – 2805
2025
Q4 		$515K Buy
1,754
+103
+6% +$27.5K ﹤0.01% 2160
2025
Q3 		$401K Sell
1,651
-38
-2% -$10.2K ﹤0.01% 2298
2025
Q2 		$484K Sell
1,689
-61
-3% -$18.4K ﹤0.01% 2026
2025
Q1 		$510K Sell
1,750
-116
-6% -$37.6K ﹤0.01% 1973
2024
Q4 		$658K Sell
1,866
-722
-28% -$281K ﹤0.01% 1821
2024
Q3 		$948K Buy
2,588
+128
+5% +$40K ﹤0.01% 1532
2024
Q2 		$653K Sell
2,460
-45
-2% -$11.2K ﹤0.01% 1701
2024
Q1 		$588K Sell
2,505
-138
-5% -$30.8K ﹤0.01% 1869
2023
Q4 		$548K Buy
2,643
+752
+40% +$136K ﹤0.01% 1830
2023
Q3 		$331K Sell
1,891
-210
-10% -$37.2K ﹤0.01% 2067
2023
Q2 		$349K Buy
2,101
+216
+11% +$31.2K ﹤0.01% 2140
2023
Q1 		$262K Buy
1,885
+103
+6% +$13.9K ﹤0.01% 2124
2022
Q4 		$207K Buy
+1,782
New +$213K ﹤0.01% 2353
2022
Q1 		– Sell
-1,810
Closed -$219K – 2260
2021
Q4 		$219K Buy
1,810
+219
+14% +$28.5K ﹤0.01% 2182
2021
Q3 		$203K Buy
+1,591
New +$198K ﹤0.01% 2162
2021
Q2 		– Sell
-1,716
Closed -$232K – 2254
2021
Q1 		$232K Buy
+1,716
New +$218K ﹤0.01% 1992

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

Janney Montgomery Scott's CSW Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in CSW Industrials (CSW) in Q2 2026: 1,720 shares worth $479K. The stake represents ﹤0.01% of the portfolio and ranks #2416 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in CSW as recently as Q4 2025.

Janney Montgomery Scott first reported a position in CSW in Q1 2021 and has held it in 17 quarters since. The position peaked at $948K in Q3 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Janney Montgomery Scott held 1,720 shares of CSW Industrials worth $479K as of Q2 2026.
  • CSW Industrials was a new Janney Montgomery Scott position in Q2 2026.
  • CSW Industrials made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2416 holding.
  • Janney Montgomery Scott first reported a position in CSW Industrials in Q1 2021 and has held it in 17 quarters since.
  • Janney Montgomery Scott's CSW Industrials position peaked at $948K in Q3 2024.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.