Belpointe Asset Management’s Capital Southwest CSWC Stock Holding History

Belpointe Asset Management’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	$350K	Sell	15,801 -7,781	-33%	-$176K	0.01%	808
2025 Q4	$522K	Buy	+23,582	New	+$498K	0.02%	641
2023 Q2	–	Sell	-1,534	Closed	-$27.3K	–	1160
2023 Q1	$27.3K	Sell	1,534 -443	-22%	-$8.15K	﹤0.01%	2120
2022 Q4	$33.8K	Buy	+1,977	New	+$35.3K	﹤0.01%	1842
2020 Q1	–	Sell	-11,470	Closed	-$238K	–	654
2019 Q4	$238K	Sell	11,470 -6,110	-35%	-$132K	0.03%	491
2019 Q3	$383K	Buy	+17,580	New	+$379K	0.06%	344

Other funds holding CSWC

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

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

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Belpointe Asset Management's CSWC Position: Q1 2026 in Review

Belpointe Asset Management reduced its Capital Southwest (CSWC) stake by 33% in Q1 2026, selling an estimated $176K and leaving 15,801 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #808.

Belpointe Asset Management first reported a position in CSWC in Q3 2019 and has held it in 6 quarters since. The position peaked at $522K in Q4 2025. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

Belpointe Asset Management held 15,801 shares of Capital Southwest worth $350K as of Q1 2026.
Belpointe Asset Management sold 7,781 Capital Southwest shares in Q1 2026, an estimated $176K.
Capital Southwest made up 0.01% of Belpointe Asset Management's portfolio in Q1 2026, its #808 holding.
Belpointe Asset Management first reported a position in Capital Southwest in Q3 2019 and has held it in 6 quarters since.
Belpointe Asset Management's Capital Southwest position peaked at $522K in Q4 2025.
168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.