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Sprinkle Financial Consultants’s CSW Industrials CSW Stock Holding History

Sprinkle Financial Consultants’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 		$324K Sell
1,126
-294
-21% -$89.8K 0.13% 88
2026
Q2 		$395K Hold
1,420
– – 0.16% 80
2026
Q1 		$370K Buy
+1,420
New +$413K 0.17% 78

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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
EB
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

Sprinkle Financial Consultants's CSW Position: Q3 2026 in Review

Sprinkle Financial Consultants reduced its CSW Industrials (CSW) stake by 21% in Q3 2026, selling an estimated $89.8K and leaving 1,126 shares worth $324K. The position accounts for 0.13% of the portfolio, ranked #88.

Sprinkle Financial Consultants first reported a position in CSW in Q1 2026 and has held it in 3 quarters since. The position peaked at $395K in Q2 2026. 17 funds tracked by Wall St. Rank hold CSW as of Q3 2026.

  • Sprinkle Financial Consultants held 1,126 shares of CSW Industrials worth $324K as of Q3 2026.
  • Sprinkle Financial Consultants sold 294 CSW Industrials shares in Q3 2026, an estimated $89.8K.
  • CSW Industrials made up 0.13% of Sprinkle Financial Consultants's portfolio in Q3 2026, its #88 holding.
  • Sprinkle Financial Consultants first reported a position in CSW Industrials in Q1 2026 and has held it in 3 quarters since.
  • Sprinkle Financial Consultants's CSW Industrials position peaked at $395K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q3 2026, filed 9 Oct 2026.