Summit Financial’s CSW Industrials CSW Stock Holding History

Summit 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
2025 Q4	–	Sell	-7,613	Closed	-$1.85M	–	1293
2025 Q3	$1.85M	Buy	+7,613	New	+$2.04M	0.03%	495

Other funds holding CSW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Summit Financial's CSW Position: Q4 2025 in Review

Summit Financial sold out of CSW Industrials (CSW) in Q4 2025, closing a stake of 7,613 shares — an estimated $1.85M sold.

Summit Financial first reported a position in CSW in Q3 2025 and held it in 1 quarter. The position peaked at $1.85M in Q3 2025. 352 funds tracked by Wall St. Rank hold CSW as of Q4 2025.

Summit Financial reported no remaining CSW Industrials position as of Q4 2025 after selling out during the quarter.
Summit Financial sold 7,613 CSW Industrials shares in Q4 2025, an estimated $1.85M.
Summit Financial first reported a position in CSW Industrials in Q3 2025 and held it in 1 quarter.
Summit Financial's CSW Industrials position peaked at $1.85M in Q3 2025.
352 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2025.

Based on Summit Financial's 13F filing for Q4 2025, filed 13 Feb 2026.