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SageView Advisory Group, LLC

SEC CIK
0001914558
Latest filing
Aug 10, 2026

CSW holding history

CSW Industrials, Inc. in every 13F filed by SageView Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CSW overviewAll 13F holders of CSWFull Q2 2026 holdings

Shares (Q2 2026)
24,761
Value
$6.89M
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of CSW by SageView Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,761$6.89M0.2%−3,062−11.0%ReducedHolders
Q1 202627,823$7.25M0.3%+8,366+43.0%AddedHolders
Q4 202519,457$5.71M0.2%−5,064−20.7%ReducedHolders
Q3 202524,521$5.95M0.2%−2,835−10.4%ReducedHolders
Q2 202527,356$7.74M0.3%+8,216+42.9%AddedHolders
Q1 202519,140$5.58M0.2%−2,433−11.3%ReducedHolders
Q4 202421,573$7.61M0.3%+10,756+99.4%AddedHolders
Q3 202410,817$3.96M0.2%−13,525−55.6%ReducedHolders
Q2 202424,342$6.46M0.3%+6,440+36.0%AddedHolders
Q1 202417,902$4.20M0.2%00.0%UnchangedHolders
Q4 202317,902$3.90M0.2%+9,877+123.1%AddedHolders
Q3 20238,025$1.41M0.1%−108−1.3%ReducedHolders
Q2 20238,133$1.35M0.1%+47+0.6%AddedHolders
Q1 20238,086$1.12M0.1%00.0%UnchangedHolders
Q4 20228,086$937.4K0.1%–No prior filingHolders