AC
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AlphaCore Capital’s Capital Southwest CSWC Stock Holding History

AlphaCore Capital’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 		$750K Buy
31,546
+550
+2% +$12.9K 0.01% 544
2026
Q1 		$686K Buy
+30,996
New +$702K 0.02% 468
2025
Q2 		– Sell
-27,810
Closed -$621K – 1058
2025
Q1 		$621K Buy
+27,810
New +$628K 0.05% 237

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

AlphaCore Capital's CSWC Position: Q2 2026 in Review

AlphaCore Capital increased its Capital Southwest (CSWC) stake by 1.8% in Q2 2026, buying an estimated $12.9K and bringing the position to 31,546 shares worth $750K. The position accounts for 0.01% of the portfolio, ranked #544.

AlphaCore Capital first reported a position in CSWC in Q1 2025 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • AlphaCore Capital held 31,546 shares of Capital Southwest worth $750K as of Q2 2026.
  • AlphaCore Capital bought 550 Capital Southwest shares in Q2 2026, an estimated $12.9K.
  • Capital Southwest made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #544 holding.
  • AlphaCore Capital first reported a position in Capital Southwest in Q1 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 AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.