Barclays
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Barclays’s Capital Southwest CSWC Stock Holding History

Barclays’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 		– Sell
-97,739
Closed -$2.16M – 5115
2025
Q4 		$2.16M Buy
+97,739
New +$2.06M ﹤0.01% 2874
2025
Q3 		– Sell
-24,717
Closed -$545K – 5528
2025
Q2 		$545K Sell
24,717
-128,753
-84% -$2.65M ﹤0.01% 3718
2025
Q1 		$3.43M Buy
153,470
+76,034
+98% +$1.72M ﹤0.01% 2212
2024
Q4 		$1.69M Buy
77,436
+1,353
+2% +$31.8K ﹤0.01% 3029
2024
Q3 		$1.92M Buy
76,083
+1,263
+2% +$32K ﹤0.01% 2880
2024
Q2 		$1.95M Buy
74,820
+25,318
+51% +$650K ﹤0.01% 2170
2024
Q1 		$1.24M Buy
49,502
+48,859
+7,599% +$1.19M ﹤0.01% 2945
2023
Q4 		$15.2K Buy
+643
New +$14.3K ﹤0.01% 4936
2022
Q2 		– Sell
-1,200
Closed -$28K – 5063
2022
Q1 		$28K Buy
+1,200
New +$29.4K ﹤0.01% 4325
2021
Q3 		– Sell
-16
Closed – – 4776
2021
Q2 		$0 Hold
16
– – ﹤0.01% 4900
2021
Q1 		$0 Buy
+16
New +$327 ﹤0.01% 4772
2020
Q1 		– Sell
-1
Closed – – 6184
2019
Q4 		$0 Sell
1
-299
-100% -$6.47K ﹤0.01% 6411
2019
Q3 		$7K Buy
+300
New +$6.47K ﹤0.01% 6411
2016
Q1 		– Sell
-65,890
Closed -$857K – 6172
2015
Q4 		$857K Buy
+65,890
New +$965K ﹤0.01% 2752
2014
Q4 		– Sell
-207
Closed -$3K – 7313
2014
Q3 		$3K Buy
+207
New +$2.82K ﹤0.01% 7306
2014
Q2 		– Sell
-3,299
Closed -$41K – 7622
2014
Q1 		$41K Sell
3,299
-2,375
-42% -$30.2K ﹤0.01% 6146
2013
Q4 		$71K Buy
5,674
+4,865
+601% +$59.7K ﹤0.01% 5929
2013
Q3 		$10K Buy
809
+330
+69% +$4.28K ﹤0.01% 6786
2013
Q2 		$6K Buy
+479
New +$5.64K ﹤0.01% 7291

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

Barclays's CSWC Position: Q1 2026 in Review

Barclays sold out of Capital Southwest (CSWC) in Q1 2026, closing a stake of 97,739 shares — an estimated $2.16M sold.

Barclays first reported a position in CSWC in Q2 2013 and held it in 19 quarters. The position peaked at $3.43M in Q1 2025. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Barclays reported no remaining Capital Southwest position as of Q1 2026 after selling out during the quarter.
  • Barclays sold 97,739 Capital Southwest shares in Q1 2026, an estimated $2.16M.
  • Barclays first reported a position in Capital Southwest in Q2 2013 and held it in 19 quarters.
  • Barclays's Capital Southwest position peaked at $3.43M in Q1 2025.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.