Truist Financial
CSW

Truist Financial’s CSW Industrials CSW Stock Holding History

Truist 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 		$488K Buy
1,873
+623
+50% +$181K ﹤0.01% 2094
2025
Q4 		$367K Buy
1,250
+158
+14% +$42.1K ﹤0.01% 2215
2025
Q3 		$265K Buy
1,092
+288
+36% +$77.3K ﹤0.01% 2394
2025
Q2 		$231K Sell
804
-43
-5% -$13K ﹤0.01% 2347
2025
Q1 		$247K Buy
847
+100
+13% +$32.5K ﹤0.01% 2250
2024
Q4 		$264K Buy
747
+11
+1% +$4.28K ﹤0.01% 2222
2024
Q3 		$270K Sell
736
-28
-4% -$8.74K ﹤0.01% 2196
2024
Q2 		$203K Buy
+764
New +$190K ﹤0.01% 2500

Other funds holding CSW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
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