Moody National Bank Trust Division’s CSW Industrials CSW Stock Holding History

Moody National Bank Trust Division’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	$218K	Buy	785 +9	+1%	+$2.5K	0.02%	476
2026 Q1	$202K	Sell	776 -104	-12%	-$30.2K	0.02%	491
2025 Q4	$258K	Buy	+880	New	+$235K	0.02%	435
2019 Q1	–	Sell	-113	Closed	-$5K	–	1227
2018 Q4	$5K	Buy	+113	New	+$5.62K	﹤0.01%	762

Other funds holding CSW

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return