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Summit Wealth Group, LLC/OK’s CSW Industrials CSW Stock Holding History

Summit Wealth Group, LLC/OK’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 		$417K Hold
1,446
– – 0.71% 33
2026
Q2 		$402K Hold
1,446
– – 0.52% 37
2026
Q1 		$377K Hold
1,446
– – 0.53% 39
2025
Q4 		$424K Buy
+1,446
New +$386K 0.44% 42

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Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Summit Wealth Group, LLC/OK's CSW Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK held its CSW Industrials (CSW) position steady in Q3 2026 at 1,446 shares worth $417K. The position accounts for 0.71% of the portfolio, ranked #33.

Summit Wealth Group, LLC/OK first reported a position in CSW in Q4 2025 and has held it in 4 quarters since. The position peaked at $424K in Q4 2025. 185 funds tracked by Wall St. Rank hold CSW as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 1,446 shares of CSW Industrials worth $417K as of Q3 2026.
  • Summit Wealth Group, LLC/OK left its CSW Industrials share count unchanged in Q3 2026.
  • CSW Industrials made up 0.71% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #33 holding.
  • Summit Wealth Group, LLC/OK first reported a position in CSW Industrials in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's CSW Industrials position peaked at $424K in Q4 2025.
  • 185 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.