JWA
CSW

JFS Wealth Advisors’s CSW Industrials CSW Stock Holding History

JFS Wealth 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
Q2 		$4.73K Buy
17
+3
+21% +$832 ﹤0.01% 1293
2026
Q1 		$3.65K Buy
14
+2
+17% +$581 ﹤0.01% 1302
2025
Q4 		$3.52K Buy
12
+2
+20% +$533 ﹤0.01% 1375
2025
Q3 		$2.43K Hold
10
– – ﹤0.01% 1391
2025
Q2 		$2.87K Hold
10
– – ﹤0.01% 1285
2025
Q1 		$2.92K Sell
10
-1
-9% -$325 ﹤0.01% 1327
2024
Q4 		$3.88K Buy
11
+1
+10% +$389 ﹤0.01% 1217
2024
Q3 		$3.66K Hold
10
– – ﹤0.01% 1235
2024
Q2 		$2.65K Hold
10
– – ﹤0.01% 1327
2024
Q1 		$2.35K Sell
10
-1
-9% -$223 ﹤0.01% 1386
2023
Q4 		$2.28K Buy
11
+1
+10% +$181 ﹤0.01% 1371
2023
Q3 		$1.75K Hold
10
– – ﹤0.01% 1411
2023
Q2 		$1.66K Hold
10
– – ﹤0.01% 1452
2023
Q1 		$1.39K Sell
10
-1
-9% -$135 ﹤0.01% 1489
2022
Q4 		$1.27K Sell
11
-2
-15% -$239 ﹤0.01% 1539
2022
Q3 		$2K Hold
13
– – ﹤0.01% 1299
2022
Q2 		$1K Buy
13
+5
+63% +$533 ﹤0.01% 1497
2022
Q1 		$1K Buy
8
+5
+167% +$588 ﹤0.01% 1610
2021
Q4 		$0 Buy
+3
New +$391 ﹤0.01% 1747

Other funds holding CSW

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RP
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
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return