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 Q3	$226K	Hold	785	–	–	0.02%	465
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 $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

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 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

Moody National Bank Trust Division's CSW Position: Q3 2026 in Review

Moody National Bank Trust Division held its CSW Industrials (CSW) position steady in Q3 2026 at 785 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #465.

Moody National Bank Trust Division first reported a position in CSW in Q4 2018 and has held it in 5 quarters since. The position peaked at $258K in Q4 2025. 22 funds tracked by Wall St. Rank hold CSW as of Q3 2026.

Moody National Bank Trust Division held 785 shares of CSW Industrials worth $226K as of Q3 2026.
Moody National Bank Trust Division left its CSW Industrials share count unchanged in Q3 2026.
CSW Industrials made up 0.02% of Moody National Bank Trust Division's portfolio in Q3 2026, its #465 holding.
Moody National Bank Trust Division first reported a position in CSW Industrials in Q4 2018 and has held it in 5 quarters since.
Moody National Bank Trust Division's CSW Industrials position peaked at $258K in Q4 2025.
22 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.