Stifel Financial
CSW

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
Q2 		$3.13M Sell
11,251
-47
-0.4% -$13K ﹤0.01% 1731
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
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

Stifel Financial's CSW Position: Q2 2026 in Review

Stifel Financial reduced its CSW Industrials (CSW) stake by 0.42% in Q2 2026, selling an estimated $13K and leaving 11,251 shares worth $3.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Stifel Financial first reported a position in CSW in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.4M in Q4 2025. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Stifel Financial held 11,251 shares of CSW Industrials worth $3.13M as of Q2 2026.
  • Stifel Financial sold 47 CSW Industrials shares in Q2 2026, an estimated $13K.
  • CSW Industrials made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1731 holding.
  • Stifel Financial first reported a position in CSW Industrials in Q1 2024 and has held it in 10 quarters since.
  • Stifel Financial's CSW Industrials position peaked at $3.4M in Q4 2025.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.