JNBA Financial Advisors’s CSW Industrials CSW Stock Holding History

JNBA Financial 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	–	Sell	-19	Closed	-$4.95K	–	841
2026 Q1	$4.95K	Buy	+19	New	+$5.52K	﹤0.01%	600

Other funds holding CSW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

JNBA Financial Advisors's CSW Position: Q2 2026 in Review

JNBA Financial Advisors sold out of CSW Industrials (CSW) in Q2 2026, closing a stake of 19 shares — an estimated $4.95K sold.

JNBA Financial Advisors first reported a position in CSW in Q1 2026 and held it in 1 quarter. The position peaked at $4.95K in Q1 2026. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

JNBA Financial Advisors reported no remaining CSW Industrials position as of Q2 2026 after selling out during the quarter.
JNBA Financial Advisors sold 19 CSW Industrials shares in Q2 2026, an estimated $4.95K.
JNBA Financial Advisors first reported a position in CSW Industrials in Q1 2026 and held it in 1 quarter.
JNBA Financial Advisors's CSW Industrials position peaked at $4.95K in Q1 2026.
354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.