Jones Financial Companies
CSW

Jones Financial Companies’s CSW Industrials CSW Stock Holding History

Jones Financial Companies’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 		$15.8M Buy
55,763
+4,248
+8% +$1.18M 0.01% 753
2026
Q1 		$13.6M Buy
51,515
+51,440
+68,587% +$14.9M 0.01% 716
2025
Q4 		$22K Sell
75
-10
-12% -$2.67K ﹤0.01% 2890
2025
Q3 		$20.6K Sell
85
-90
-51% -$24.2K ﹤0.01% 2786
2025
Q2 		$50.7K Sell
175
-23
-12% -$6.95K ﹤0.01% 2221
2025
Q1 		$57.5K Buy
198
+34
+21% +$11K ﹤0.01% 2001
2024
Q4 		$57.9K Buy
164
+123
+300% +$47.8K ﹤0.01% 1823
2024
Q3 		$15.2K Buy
+41
New +$12.8K ﹤0.01% 2059

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

Jones Financial Companies's CSW Position: Q2 2026 in Review

Jones Financial Companies increased its CSW Industrials (CSW) stake by 8.2% in Q2 2026, buying an estimated $1.18M and bringing the position to 55,763 shares worth $15.8M. The position accounts for 0.01% of the portfolio, ranked #753.

Jones Financial Companies first reported a position in CSW in Q3 2024 and has held it in 8 quarters since. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Jones Financial Companies held 55,763 shares of CSW Industrials worth $15.8M as of Q2 2026.
  • Jones Financial Companies bought 4,248 CSW Industrials shares in Q2 2026, an estimated $1.18M.
  • CSW Industrials made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #753 holding.
  • Jones Financial Companies first reported a position in CSW Industrials in Q3 2024 and has held it in 8 quarters since.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.