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Archer Investment Corporation’s Capital Southwest CSWC Stock Holding History

Archer Investment Corporation’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
Q1 		$3.13K Buy
142
+4
+3% +$91 ﹤0.01% 1001
2025
Q4 		$3.05K Buy
+138
New +$2.91K ﹤0.01% 938
2025
Q2 		– Sell
-56
Closed -$1.24K – 1161
2025
Q1 		$1.24K Buy
56
+2
+4% +$45 ﹤0.01% 982
2024
Q4 		$1.18K Buy
54
+2
+4% +$47 ﹤0.01% 979
2024
Q3 		$1.33K Buy
52
+1
+2% +$25 ﹤0.01% 951
2024
Q2 		$1.34K Buy
+51
New +$1.31K ﹤0.01% 938

Other funds holding CSWC

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Archer Investment Corporation's CSWC Position: Q1 2026 in Review

Archer Investment Corporation increased its Capital Southwest (CSWC) stake by 2.9% in Q1 2026, buying an estimated $91 and bringing the position to 142 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Archer Investment Corporation first reported a position in CSWC in Q2 2024 and has held it in 6 quarters since. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Archer Investment Corporation held 142 shares of Capital Southwest worth $3.13K as of Q1 2026.
  • Archer Investment Corporation bought 4 Capital Southwest shares in Q1 2026, an estimated $91.
  • Capital Southwest made up ﹤0.01% of Archer Investment Corporation's portfolio in Q1 2026, its #1001 holding.
  • Archer Investment Corporation first reported a position in Capital Southwest in Q2 2024 and has held it in 6 quarters since.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Archer Investment Corporation's 13F filing for Q1 2026, filed 4 May 2026.