SFP
CSW

Sandbox Financial Partners’s CSW Industrials CSW Stock Holding History

Sandbox 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
Q1 		$261K Hold
1,000
– – 0.07% 99
2025
Q4 		$294K Hold
1,000
– – 0.08% 94
2025
Q3 		$243K Hold
1,000
– – 0.07% 105
2025
Q2 		$287K Hold
1,000
– – 0.09% 92
2025
Q1 		$292K Hold
1,000
– – 0.1% 91
2024
Q4 		$353K Hold
1,000
– – 0.12% 80
2024
Q3 		$366K Hold
1,000
– – 0.13% 77
2024
Q2 		$265K Hold
1,000
– – 0.1% 84
2024
Q1 		$235K Hold
1,000
– – 0.1% 89
2023
Q4 		$207K Buy
+1,000
New +$181K 0.1% 85

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sandbox Financial Partners's CSW Position: Q1 2026 in Review

Sandbox Financial Partners held its CSW Industrials (CSW) position steady in Q1 2026 at 1,000 shares worth $261K. The position accounts for 0.07% of the portfolio, ranked #99.

Sandbox Financial Partners first reported a position in CSW in Q4 2023 and has held it in 10 quarters since. The position peaked at $366K in Q3 2024. 350 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

  • Sandbox Financial Partners held 1,000 shares of CSW Industrials worth $261K as of Q1 2026.
  • Sandbox Financial Partners left its CSW Industrials share count unchanged in Q1 2026.
  • CSW Industrials made up 0.07% of Sandbox Financial Partners's portfolio in Q1 2026, its #99 holding.
  • Sandbox Financial Partners first reported a position in CSW Industrials in Q4 2023 and has held it in 10 quarters since.
  • Sandbox Financial Partners's CSW Industrials position peaked at $366K in Q3 2024.
  • 350 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.