BPA
CSWC icon

Beacon Pointe Advisors’s Capital Southwest CSWC Stock Holding History

Beacon Pointe Advisors’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 		$4.35M Buy
196,768
+1,750
+0.9% +$39.6K 0.02% 505
2025
Q4 		$4.32M Hold
195,018
– – 0.03% 426
2025
Q3 		$4.26M Sell
195,018
-31,194
-14% -$710K 0.04% 390
2025
Q2 		$4.99M Sell
226,212
-188,277
-45% -$3.88M 0.05% 313
2025
Q1 		$9.25M Sell
414,489
-75,802
-15% -$1.71M 0.1% 183
2024
Q4 		$10.7M Buy
490,291
+459,291
+1,482% +$10.8M 0.12% 160
2024
Q3 		$784K Sell
31,000
-62
-0.2% -$1.57K 0.01% 702
2024
Q2 		$810K Sell
31,062
-406,327
-93% -$10.4M 0.01% 704
2024
Q1 		$10.9M Buy
437,389
+31,978
+8% +$780K 0.12% 164
2023
Q4 		$9.61M Buy
405,411
+362,981
+855% +$8.1M 0.11% 170
2023
Q3 		$972K Buy
+42,430
New +$919K 0.01% 637

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 $2.23B AUM 11.22% 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

Beacon Pointe Advisors's CSWC Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Capital Southwest (CSWC) stake by 0.9% in Q1 2026, buying an estimated $39.6K and bringing the position to 196,768 shares worth $4.35M. The position accounts for 0.02% of the portfolio, ranked #505.

Beacon Pointe Advisors first reported a position in CSWC in Q3 2023 and has held it in 11 quarters since. The position peaked at $10.9M in Q1 2024. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Beacon Pointe Advisors held 196,768 shares of Capital Southwest worth $4.35M as of Q1 2026.
  • Beacon Pointe Advisors bought 1,750 Capital Southwest shares in Q1 2026, an estimated $39.6K.
  • Capital Southwest made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #505 holding.
  • Beacon Pointe Advisors first reported a position in Capital Southwest in Q3 2023 and has held it in 11 quarters since.
  • Beacon Pointe Advisors's Capital Southwest position peaked at $10.9M in Q1 2024.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.