APW
CSWC icon

Allied Private Wealth’s Capital Southwest CSWC Stock Holding History

Allied Private Wealth’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 		$37K Buy
+1,575
New +$36.8K 0.02% 286

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

Allied Private Wealth's CSWC Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Capital Southwest (CSWC) in Q2 2026: 1,575 shares worth $37K. The stake represents 0.02% of the portfolio and ranks #286 among its holdings.

190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Allied Private Wealth held 1,575 shares of Capital Southwest worth $37K as of Q2 2026.
  • Capital Southwest was a new Allied Private Wealth position in Q2 2026.
  • Capital Southwest made up 0.02% of Allied Private Wealth's portfolio in Q2 2026, its #286 holding.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.