1620 Investment Advisors’s Capital Southwest CSWC Stock Holding History

1620 Investment Advisors’s Portfolio CSWC Stock Details CSWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-500	Closed	-$11.1K	–	665
2025 Q4	$11.1K	Sell	500 -150	-23%	-$3.17K	0.01%	452
2025 Q3	$14.2K	Buy	+650	New	+$14.8K	0.01%	419

Other funds holding CSWC

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

1620 Investment Advisors's CSWC Position: Q1 2026 in Review

1620 Investment Advisors sold out of Capital Southwest (CSWC) in Q1 2026, closing a stake of 500 shares — an estimated $11.1K sold.

1620 Investment Advisors first reported a position in CSWC in Q3 2025 and held it in 2 quarters. The position peaked at $14.2K in Q3 2025. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

1620 Investment Advisors reported no remaining Capital Southwest position as of Q1 2026 after selling out during the quarter.
1620 Investment Advisors sold 500 Capital Southwest shares in Q1 2026, an estimated $11.1K.
1620 Investment Advisors first reported a position in Capital Southwest in Q3 2025 and held it in 2 quarters.
1620 Investment Advisors's Capital Southwest position peaked at $14.2K in Q3 2025.
168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on 1620 Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.