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

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

JFS Wealth Advisors's CSW Position: Q2 2026 in Review

JFS Wealth Advisors increased its CSW Industrials (CSW) stake by 21% in Q2 2026, buying an estimated $832 and bringing the position to 17 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

JFS Wealth Advisors first reported a position in CSW in Q4 2021 and has held it in 19 quarters since. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • JFS Wealth Advisors held 17 shares of CSW Industrials worth $4.73K as of Q2 2026.
  • JFS Wealth Advisors bought 3 CSW Industrials shares in Q2 2026, an estimated $832.
  • CSW Industrials made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1293 holding.
  • JFS Wealth Advisors first reported a position in CSW Industrials in Q4 2021 and has held it in 19 quarters since.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.