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 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

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

Mechanics Bank - Trust Department's CSW Position: Q2 2026 in Review

Mechanics Bank - Trust Department held its CSW Industrials (CSW) position steady in Q2 2026 at 1,920 shares worth $534K. The position accounts for 0.07% of the portfolio, ranked #153.

Mechanics Bank - Trust Department first reported a position in CSW in Q3 2019 and has held it in 23 quarters since. The position peaked at $703K in Q3 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

Mechanics Bank - Trust Department held 1,920 shares of CSW Industrials worth $534K as of Q2 2026.
Mechanics Bank - Trust Department left its CSW Industrials share count unchanged in Q2 2026.
CSW Industrials made up 0.07% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #153 holding.
Mechanics Bank - Trust Department first reported a position in CSW Industrials in Q3 2019 and has held it in 23 quarters since.
Mechanics Bank - Trust Department's CSW Industrials position peaked at $703K in Q3 2024.
354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.