AssetMark Inc
CSWC icon

AssetMark Inc’s Capital Southwest CSWC Stock Holding History

AssetMark Inc’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 		$597 Buy
27
+24
+800% +$543 ﹤0.01% 3155
2025
Q4 		$66 Hold
3
– – ﹤0.01% 3324
2025
Q3 		$66 Buy
+3
New +$68 ﹤0.01% 3144

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EF
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EF
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AssetMark Inc's CSWC Position: Q1 2026 in Review

AssetMark Inc increased its Capital Southwest (CSWC) stake by 800% in Q1 2026, buying an estimated $543 and bringing the position to 27 shares worth $597. The position accounts for ﹤0.01% of the portfolio, ranked #3155.

AssetMark Inc first reported a position in CSWC in Q3 2025 and has held it in 3 quarters since. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • AssetMark Inc held 27 shares of Capital Southwest worth $597 as of Q1 2026.
  • AssetMark Inc bought 24 Capital Southwest shares in Q1 2026, an estimated $543.
  • Capital Southwest made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #3155 holding.
  • AssetMark Inc first reported a position in Capital Southwest in Q3 2025 and has held it in 3 quarters since.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.