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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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