1900 Wealth Management’s Capital Southwest CSWC Stock Holding History

1900 Wealth Management’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 Q2	$434K	Hold	18,272	–	–	0.02%	194
2026 Q1	$404K	Hold	18,272	–	–	0.03%	185
2025 Q4	$405K	Hold	18,272	–	–	0.03%	180
2025 Q3	$399K	Hold	18,272	–	–	0.03%	175
2025 Q2	$403K	Hold	18,272	–	–	0.03%	165
2025 Q1	$408K	Hold	18,272	–	–	0.03%	161
2024 Q4	$399K	Hold	18,272	–	–	0.03%	161
2024 Q3	$462K	Hold	18,272	–	–	0.04%	151
2024 Q2	$477K	Hold	18,272	–	–	0.04%	151
2024 Q1	$456K	Hold	18,272	–	–	0.04%	166
2023 Q4	$433K	Hold	18,272	–	–	0.04%	210
2023 Q3	$418K	Hold	18,272	–	–	0.04%	202
2023 Q2	$360K	Hold	18,272	–	–	0.04%	179
2023 Q1	$312K	Hold	18,272	–	–	0.03%	197
2022 Q4	$312K	Hold	18,272	–	–	0.03%	193
2022 Q3	$310K	Hold	18,272	–	–	0.04%	186
2022 Q2	$337K	Hold	18,272	–	–	0.04%	186
2022 Q1	$434K	Hold	18,272	–	–	0.04%	172
2021 Q4	$462K	Hold	18,272	–	–	0.04%	174
2021 Q3	$460K	Hold	18,272	–	–	0.04%	166
2021 Q2	$424K	Hold	18,272	–	–	0.04%	162
2021 Q1	$405	Buy	+18,272	New	+$373K	0.03%	135

Other funds holding CSWC

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

SMH

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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

1900 Wealth Management's CSWC Position: Q2 2026 in Review

1900 Wealth Management held its Capital Southwest (CSWC) position steady in Q2 2026 at 18,272 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #194.

1900 Wealth Management first reported a position in CSWC in Q1 2021 and has held it in 22 quarters since. The position peaked at $477K in Q2 2024. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

1900 Wealth Management held 18,272 shares of Capital Southwest worth $434K as of Q2 2026.
1900 Wealth Management left its Capital Southwest share count unchanged in Q2 2026.
Capital Southwest made up 0.02% of 1900 Wealth Management's portfolio in Q2 2026, its #194 holding.
1900 Wealth Management first reported a position in Capital Southwest in Q1 2021 and has held it in 22 quarters since.
1900 Wealth Management's Capital Southwest position peaked at $477K in Q2 2024.
190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.