Wayfinding Financial’s CSW Industrials CSW Stock Holding History

Wayfinding 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
2025 Q2	–	Sell	-55	Closed	-$16K	–	273
2025 Q1	$16K	Buy	+55	New	+$17.9K	0.01%	605

Other funds holding CSW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wayfinding Financial's CSW Position: Q2 2025 in Review

Wayfinding Financial sold out of CSW Industrials (CSW) in Q2 2025, closing a stake of 55 shares — an estimated $16K sold.

Wayfinding Financial first reported a position in CSW in Q1 2025 and held it in 1 quarter. The position peaked at $16K in Q1 2025. 369 funds tracked by Wall St. Rank hold CSW as of Q2 2025.

Wayfinding Financial reported no remaining CSW Industrials position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 55 CSW Industrials shares in Q2 2025, an estimated $16K.
Wayfinding Financial first reported a position in CSW Industrials in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's CSW Industrials position peaked at $16K in Q1 2025.
369 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.