SFS
CSW

Sowell Financial Services’s CSW Industrials CSW Stock Holding History

Sowell Financial 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 		$217K Buy
+781
New +$217K 0.01% 1031

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

Sowell Financial Services's CSW Position: Q2 2026 in Review

Sowell Financial Services opened a new position in CSW Industrials (CSW) in Q2 2026: 781 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #1031 among its holdings.

354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Sowell Financial Services held 781 shares of CSW Industrials worth $217K as of Q2 2026.
  • CSW Industrials was a new Sowell Financial Services position in Q2 2026.
  • CSW Industrials made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1031 holding.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.