Professional Advisory Services’s CSW Industrials CSW Stock Holding History

Professional Advisory Services’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	$223K	Hold	800	–	–	0.03%	88
2026 Q1	$208K	Hold	800	–	–	0.03%	79
2025 Q4	$235K	Buy	+800	New	+$213K	0.03%	76
2025 Q3	–	Sell	-800	Closed	-$229K	–	82
2025 Q2	$229K	Hold	800	–	–	0.03%	78
2025 Q1	$233K	Hold	800	–	–	0.03%	73
2024 Q4	$282K	Hold	800	–	–	0.04%	67
2024 Q3	$293K	Hold	800	–	–	0.04%	69
2024 Q2	$212K	Buy	+800	New	+$198K	0.03%	72

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

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return