Mechanics Bank - Trust Department’s CSW Industrials CSW Stock Holding History

Mechanics Bank - Trust Department’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 Q3	$553K	Hold	1,920	–	–	0.07%	150
2026 Q2	$534K	Hold	1,920	–	–	0.07%	153
2026 Q1	$500K	Hold	1,920	–	–	0.07%	150
2025 Q4	$564K	Hold	1,920	–	–	0.07%	146
2025 Q3	$466K	Hold	1,920	–	–	0.07%	155
2025 Q2	$551K	Hold	1,920	–	–	0.08%	149
2025 Q1	$560K	Hold	1,920	–	–	0.08%	154
2024 Q4	$677K	Hold	1,920	–	–	0.09%	141
2024 Q3	$703K	Hold	1,920	–	–	0.09%	143
2024 Q2	$509K	Hold	1,920	–	–	0.07%	152
2024 Q1	$450K	Hold	1,920	–	–	0.07%	151
2023 Q4	$398K	Hold	1,920	–	–	0.06%	151
2023 Q3	$336K	Hold	1,920	–	–	0.06%	145
2023 Q2	$319K	Hold	1,920	–	–	0.05%	156
2023 Q1	$267K	Hold	1,920	–	–	0.04%	156
2022 Q4	$223K	Hold	1,920	–	–	0.04%	162
2022 Q3	$230K	Buy	+1,920	New	+$235K	0.04%	157
2022 Q2	–	Sell	-1,920	Closed	-$226K	–	169
2022 Q1	$226K	Hold	1,920	–	–	0.03%	169
2021 Q4	$232K	Hold	1,920	–	–	0.03%	170
2021 Q3	$245K	Hold	1,920	–	–	0.04%	167
2021 Q2	$227K	Hold	1,920	–	–	0.04%	170
2021 Q1	$259K	Hold	1,920	–	–	0.04%	163
2020 Q4	$215K	Buy	+1,920	New	+$192K	0.04%	164
2019 Q4	–	Sell	-1,920	Closed	-$133K	–	185
2019 Q3	$133K	Buy	+1,920	New	+$133K	0.03%	184

Other funds holding CSW

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Mechanics Bank - Trust Department's CSW Position: Q3 2026 in Review

Mechanics Bank - Trust Department held its CSW Industrials (CSW) position steady in Q3 2026 at 1,920 shares worth $553K. The position accounts for 0.07% of the portfolio, ranked #150.

Mechanics Bank - Trust Department first reported a position in CSW in Q3 2019 and has held it in 24 quarters since. The position peaked at $703K in Q3 2024. 22 funds tracked by Wall St. Rank hold CSW as of Q3 2026.

Mechanics Bank - Trust Department held 1,920 shares of CSW Industrials worth $553K as of Q3 2026.
Mechanics Bank - Trust Department left its CSW Industrials share count unchanged in Q3 2026.
CSW Industrials made up 0.07% of Mechanics Bank - Trust Department's portfolio in Q3 2026, its #150 holding.
Mechanics Bank - Trust Department first reported a position in CSW Industrials in Q3 2019 and has held it in 24 quarters since.
Mechanics Bank - Trust Department's CSW Industrials position peaked at $703K in Q3 2024.
22 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q3 2026, filed 13 Oct 2026.