AmeriFlex Group’s Capital Southwest CSWC Stock Holding History

AmeriFlex Group’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
2025 Q2	–	Sell	-1,462	Closed	-$32.6K	–	1104
2025 Q1	$32.6K	Hold	1,462	–	–	0.01%	578
2024 Q4	$32.9K	Buy	+1,462	New	+$34.4K	0.02%	529

Other funds holding CSWC

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

SMH

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

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

SIS

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

AmeriFlex Group's CSWC Position: Q2 2025 in Review

AmeriFlex Group sold out of Capital Southwest (CSWC) in Q2 2025, closing a stake of 1,462 shares — an estimated $32.6K sold.

AmeriFlex Group first reported a position in CSWC in Q4 2024 and held it in 2 quarters. The position peaked at $32.9K in Q4 2024. 177 funds tracked by Wall St. Rank hold CSWC as of Q2 2025.

AmeriFlex Group reported no remaining Capital Southwest position as of Q2 2025 after selling out during the quarter.
AmeriFlex Group sold 1,462 Capital Southwest shares in Q2 2025, an estimated $32.6K.
AmeriFlex Group first reported a position in Capital Southwest in Q4 2024 and held it in 2 quarters.
AmeriFlex Group's Capital Southwest position peaked at $32.9K in Q4 2024.
177 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2025.

Based on AmeriFlex Group's 13F filing for Q2 2025, filed 21 Jul 2025.