RFP
CSW

Root Financial Partners’s CSW Industrials CSW Stock Holding History

Root Financial Partners’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 		– Sell
-46
Closed -$12K – 1036
2026
Q1 		$12K Buy
46
+24
+109% +$6.97K ﹤0.01% 1588
2025
Q4 		$6.46K Sell
22
-2
-8% -$533 ﹤0.01% 1680
2025
Q3 		$5.83K Buy
+24
New +$6.44K ﹤0.01% 1662

Other funds holding CSW

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Root Financial Partners's CSW Position: Q2 2026 in Review

Root Financial Partners sold out of CSW Industrials (CSW) in Q2 2026, closing a stake of 46 shares — an estimated $12K sold.

Root Financial Partners first reported a position in CSW in Q3 2025 and held it in 3 quarters. The position peaked at $12K in Q1 2026. 97 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Root Financial Partners reported no remaining CSW Industrials position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 46 CSW Industrials shares in Q2 2026, an estimated $12K.
  • Root Financial Partners first reported a position in CSW Industrials in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's CSW Industrials position peaked at $12K in Q1 2026.
  • 97 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.