AWM
CSWC icon

Accel Wealth Management’s Capital Southwest CSWC Stock Holding History

Accel 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 		$298K Buy
12,521
+13
+0.1% +$304 0.07% 223
2026
Q1 		$277K Buy
12,508
+13
+0.1% +$294 0.07% 226
2025
Q4 		$277K Buy
+12,495
New +$264K 0.08% 213

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
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
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

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

Accel Wealth Management increased its Capital Southwest (CSWC) stake by 0.1% in Q2 2026, buying an estimated $304 and bringing the position to 12,521 shares worth $298K. The position accounts for 0.07% of the portfolio, ranked #223.

Accel Wealth Management first reported a position in CSWC in Q4 2025 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Accel Wealth Management held 12,521 shares of Capital Southwest worth $298K as of Q2 2026.
  • Accel Wealth Management bought 13 Capital Southwest shares in Q2 2026, an estimated $304.
  • Capital Southwest made up 0.07% of Accel Wealth Management's portfolio in Q2 2026, its #223 holding.
  • Accel Wealth Management first reported a position in Capital Southwest in Q4 2025 and has held it in 3 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.