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MJT & Associates Financial Advisory’s CSW Industrials CSW Stock Holding History

MJT & Associates Financial Advisory’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 		$3.46K Hold
12
– – ﹤0.01% 306
2026
Q2 		$3.34K Hold
12
– – ﹤0.01% 329
2026
Q1 		$3.13K Hold
12
– – ﹤0.01% 330
2025
Q4 		$3.52K Hold
12
– – ﹤0.01% 335
2025
Q3 		$2.91K Hold
12
– – ﹤0.01% 361
2025
Q2 		$3.44K Hold
12
– – ﹤0.01% 348
2025
Q1 		$3.5K Buy
+12
New +$3.9K ﹤0.01% 351

Other funds holding CSW

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
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
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MJT & Associates Financial Advisory's CSW Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its CSW Industrials (CSW) position steady in Q3 2026 at 12 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

MJT & Associates Financial Advisory first reported a position in CSW in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.52K in Q4 2025. 17 funds tracked by Wall St. Rank hold CSW as of Q3 2026.

  • MJT & Associates Financial Advisory held 12 shares of CSW Industrials worth $3.46K as of Q3 2026.
  • MJT & Associates Financial Advisory left its CSW Industrials share count unchanged in Q3 2026.
  • CSW Industrials made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #306 holding.
  • MJT & Associates Financial Advisory first reported a position in CSW Industrials in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's CSW Industrials position peaked at $3.52K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.