Benjamin Edwards Inc’s Capital Southwest CSWC Stock Holding History

Benjamin Edwards 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 Q2	$1.99M	Sell	83,697 -4,528	-5%	-$106K	0.02%	574
2026 Q1	$1.95M	Sell	88,225 -1,484	-2%	-$33.6K	0.02%	551
2025 Q4	$1.99M	Buy	89,709 +279	+0.3%	+$5.89K	0.02%	503
2025 Q3	$1.95M	Buy	89,430 +1,665	+2%	+$37.9K	0.02%	496
2025 Q2	$1.93M	Buy	87,765 +2,985	+4%	+$61.5K	0.02%	465
2025 Q1	$1.89M	Buy	84,780 +2,405	+3%	+$54.3K	0.03%	430
2024 Q4	$1.8M	Buy	82,375 +2,174	+3%	+$51.2K	0.03%	463
2024 Q3	$2.03M	Buy	80,201 +72,710	+971%	+$1.84M	0.03%	434
2024 Q2	$195K	Sell	7,491 -262	-3%	-$6.72K	0.04%	344
2024 Q1	$194K	Buy	+7,753	New	+$189K	0.04%	337

Other funds holding CSWC

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Benjamin Edwards Inc's CSWC Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Capital Southwest (CSWC) stake by 5.1% in Q2 2026, selling an estimated $106K and leaving 83,697 shares worth $1.99M. The position accounts for 0.02% of the portfolio, ranked #574.

Benjamin Edwards Inc first reported a position in CSWC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.03M in Q3 2024. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

Benjamin Edwards Inc held 83,697 shares of Capital Southwest worth $1.99M as of Q2 2026.
Benjamin Edwards Inc sold 4,528 Capital Southwest shares in Q2 2026, an estimated $106K.
Capital Southwest made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #574 holding.
Benjamin Edwards Inc first reported a position in Capital Southwest in Q1 2024 and has held it in 10 quarters since.
Benjamin Edwards Inc's Capital Southwest position peaked at $2.03M in Q3 2024.
190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.