Stifel Financial

Stifel Financial’s CSW Industrials CSW Stock Holding History

Stifel Financial’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	$2.94M	Sell	11,298 -288	-2%	-$83.7K	﹤0.01%	1682
2025 Q4	$3.4M	Sell	11,586 -387	-3%	-$103K	﹤0.01%	1562
2025 Q3	$2.91M	Buy	11,973 +1,879	+19%	+$504K	﹤0.01%	1630
2025 Q2	$2.9M	Sell	10,094 -161	-2%	-$48.6K	﹤0.01%	1583
2025 Q1	$2.99M	Buy	10,255 +1,388	+16%	+$450K	﹤0.01%	1479
2024 Q4	$3.13M	Buy	8,867 +362	+4%	+$141K	﹤0.01%	1491
2024 Q3	$3.12M	Buy	8,505 +1,093	+15%	+$341K	﹤0.01%	1495
2024 Q2	$1.97M	Buy	7,412 +5,834	+370%	+$1.45M	﹤0.01%	1732
2024 Q1	$370K	Buy	+1,578	New	+$352K	﹤0.01%	2783

Other funds holding CSW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return