Mackenzie Financial
CSW

Mackenzie Financial’s CSW Industrials CSW Stock Holding History

Mackenzie Financial’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
Q1 		– Sell
-1,021
Closed -$308K – 1497
2025
Q4 		$308K Buy
1,021
+57
+6% +$15.2K ﹤0.01% 1379
2025
Q3 		$234K Hold
964
– – ﹤0.01% 1503
2025
Q2 		$277K Buy
+964
New +$291K ﹤0.01% 1430
2024
Q4 		– Sell
-994
Closed -$364K – 1717
2024
Q3 		$364K Buy
994
+64
+7% +$20K ﹤0.01% 1106
2024
Q2 		$247K Hold
930
– – ﹤0.01% 1261
2024
Q1 		$218K Buy
+930
New +$207K ﹤0.01% 1307

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mackenzie Financial's CSW Position: Q1 2026 in Review

Mackenzie Financial sold out of CSW Industrials (CSW) in Q1 2026, closing a stake of 1,021 shares — an estimated $308K sold.

Mackenzie Financial first reported a position in CSW in Q1 2024 and held it in 6 quarters. The position peaked at $364K in Q3 2024. 350 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

  • Mackenzie Financial reported no remaining CSW Industrials position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 1,021 CSW Industrials shares in Q1 2026, an estimated $308K.
  • Mackenzie Financial first reported a position in CSW Industrials in Q1 2024 and held it in 6 quarters.
  • Mackenzie Financial's CSW Industrials position peaked at $364K in Q3 2024.
  • 350 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.