PI
CSW

PFG Investments’s CSW Industrials CSW Stock Holding History

PFG Investments’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 		$542K Sell
1,947
-670
-26% -$186K 0.02% 629
2026
Q1 		$682K Sell
2,617
-322
-11% -$93.6K 0.03% 477
2025
Q4 		$863K Sell
2,939
-161
-5% -$42.9K 0.04% 386
2025
Q3 		$753K Hold
3,100
– – 0.04% 419
2025
Q2 		$889K Hold
3,100
– – 0.05% 337
2025
Q1 		$904K Hold
3,100
– – 0.06% 324
2024
Q4 		$1.09M Hold
3,100
– – 0.07% 272
2024
Q3 		$1.14M Hold
3,100
– – 0.07% 263
2024
Q2 		$822K Hold
3,100
– – 0.06% 309
2024
Q1 		$727K Buy
+3,100
New +$691K 0.04% 414

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

PFG Investments's CSW Position: Q2 2026 in Review

PFG Investments reduced its CSW Industrials (CSW) stake by 26% in Q2 2026, selling an estimated $186K and leaving 1,947 shares worth $542K. The position accounts for 0.02% of the portfolio, ranked #629.

PFG Investments first reported a position in CSW in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.14M in Q3 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • PFG Investments held 1,947 shares of CSW Industrials worth $542K as of Q2 2026.
  • PFG Investments sold 670 CSW Industrials shares in Q2 2026, an estimated $186K.
  • CSW Industrials made up 0.02% of PFG Investments's portfolio in Q2 2026, its #629 holding.
  • PFG Investments first reported a position in CSW Industrials in Q1 2024 and has held it in 10 quarters since.
  • PFG Investments's CSW Industrials position peaked at $1.14M in Q3 2024.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.