VWM
CSW icon

Valley Wealth Managers’s CSW Industrials CSW Stock Holding History

Valley Wealth Managers’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
Q3 		$28.8K Hold
100
– – ﹤0.01% 245
2026
Q2 		$27.8K Hold
100
– – ﹤0.01% 245
2026
Q1 		$26.1K Buy
+100
New +$29.1K ﹤0.01% 239

Other funds holding CSW

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Valley Wealth Managers's CSW Position: Q3 2026 in Review

Valley Wealth Managers held its CSW Industrials (CSW) position steady in Q3 2026 at 100 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Valley Wealth Managers first reported a position in CSW in Q1 2026 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold CSW as of Q3 2026.

  • Valley Wealth Managers held 100 shares of CSW Industrials worth $28.8K as of Q3 2026.
  • Valley Wealth Managers left its CSW Industrials share count unchanged in Q3 2026.
  • CSW Industrials made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #245 holding.
  • Valley Wealth Managers first reported a position in CSW Industrials in Q1 2026 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.