TPI
CSW

Trust Point Inc’s CSW Industrials CSW Stock Holding History

Trust Point Inc’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 		$333K Sell
1,198
-199
-14% -$55.2K 0.03% 318
2026
Q1 		$364K Buy
1,397
+187
+15% +$54.3K 0.03% 325
2025
Q4 		$355K Buy
1,210
+86
+8% +$22.9K 0.03% 322
2025
Q3 		$273K Sell
1,124
-3
-0.3% -$805 0.02% 384
2025
Q2 		$323K Sell
1,127
-654
-37% -$198K 0.03% 279
2025
Q1 		$519K Sell
1,781
-1,089
-38% -$353K 0.05% 210
2024
Q4 		$1.01M Sell
2,870
-1,593
-36% -$620K 0.07% 154
2024
Q3 		$1.64M Sell
4,463
-134
-3% -$41.8K 0.12% 87
2024
Q2 		$1.22M Buy
4,597
+119
+3% +$29.5K 0.1% 112
2024
Q1 		$1.05M Buy
4,478
+1,048
+31% +$234K 0.08% 151
2023
Q4 		$711K Buy
+3,430
New +$622K 0.06% 197

Other funds holding CSW

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return