UB
CSW

UMB Bank’s CSW Industrials CSW Stock Holding History

UMB Bank’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 		$60.9K Buy
219
+5
+2% +$1.39K ﹤0.01% 1238
2026
Q1 		$55.8K Buy
214
+1
+0.5% +$291 ﹤0.01% 1216
2025
Q4 		$62.5K Buy
213
+63
+42% +$16.8K ﹤0.01% 1159
2025
Q3 		$36.4K Sell
150
-33
-18% -$8.86K ﹤0.01% 1257
2025
Q2 		$52.5K Buy
183
+20
+12% +$6.04K ﹤0.01% 1103
2025
Q1 		$47.5K Sell
163
-3
-2% -$974 ﹤0.01% 1076
2024
Q4 		$58.6K Buy
166
+10
+6% +$3.89K ﹤0.01% 856
2024
Q3 		$57.2K Buy
156
+22
+16% +$6.87K ﹤0.01% 832
2024
Q2 		$35.6K Sell
134
-13
-9% -$3.22K ﹤0.01% 905
2024
Q1 		$34.5K Hold
147
– – ﹤0.01% 912
2023
Q4 		$30.5K Sell
147
-174
-54% -$31.6K ﹤0.01% 939
2023
Q3 		$56.3K Hold
321
– – ﹤0.01% 808
2023
Q2 		$53.3K Hold
321
– – ﹤0.01% 832
2023
Q1 		$44.6K Buy
321
+26
+9% +$3.51K ﹤0.01% 865
2022
Q4 		$34K Hold
295
– – ﹤0.01% 947
2022
Q3 		$35K Buy
295
+1
+0.3% +$122 ﹤0.01% 954
2022
Q2 		$30K Hold
294
– – ﹤0.01% 1037
2022
Q1 		$35K Hold
294
– – ﹤0.01% 1056
2021
Q4 		$36K Buy
+294
New +$38.3K ﹤0.01% 1085

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

UMB Bank's CSW Position: Q2 2026 in Review

UMB Bank increased its CSW Industrials (CSW) stake by 2.3% in Q2 2026, buying an estimated $1.39K and bringing the position to 219 shares worth $60.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

UMB Bank first reported a position in CSW in Q4 2021 and has held it in 19 quarters since. The position peaked at $62.5K in Q4 2025. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • UMB Bank held 219 shares of CSW Industrials worth $60.9K as of Q2 2026.
  • UMB Bank bought 5 CSW Industrials shares in Q2 2026, an estimated $1.39K.
  • CSW Industrials made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1238 holding.
  • UMB Bank first reported a position in CSW Industrials in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's CSW Industrials position peaked at $62.5K in Q4 2025.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.