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 Q3	$230K	Hold	800	–	–	0.03%	87
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

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 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

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Professional Advisory Services's CSW Position: Q3 2026 in Review

Professional Advisory Services held its CSW Industrials (CSW) position steady in Q3 2026 at 800 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #87.

Professional Advisory Services first reported a position in CSW in Q2 2024 and has held it in 9 quarters since. The position peaked at $293K in Q3 2024. 17 funds tracked by Wall St. Rank hold CSW as of Q3 2026.

Professional Advisory Services held 800 shares of CSW Industrials worth $230K as of Q3 2026.
Professional Advisory Services left its CSW Industrials share count unchanged in Q3 2026.
CSW Industrials made up 0.03% of Professional Advisory Services's portfolio in Q3 2026, its #87 holding.
Professional Advisory Services first reported a position in CSW Industrials in Q2 2024 and has held it in 9 quarters since.
Professional Advisory Services's CSW Industrials position peaked at $293K in Q3 2024.
17 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2026.

Based on Professional Advisory Services's 13F filing for Q3 2026, filed 8 Oct 2026.