Cambridge Investment Research Advisors
CSWC icon

Cambridge Investment Research Advisors’s Capital Southwest CSWC Stock Holding History

Cambridge Investment Research 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
Q2 		$1.5M Buy
63,291
+7,476
+13% +$175K ﹤0.01% 1924
2026
Q1 		$1.24M Buy
55,815
+17,736
+47% +$401K ﹤0.01% 1985
2025
Q4 		$843K Buy
38,079
+4,317
+13% +$91.1K ﹤0.01% 2238
2025
Q3 		$738K Buy
33,762
+5,234
+18% +$119K ﹤0.01% 2303
2025
Q2 		$629K Sell
28,528
-3,953
-12% -$81.4K ﹤0.01% 2335
2025
Q1 		$725K Sell
32,481
-826
-2% -$18.7K ﹤0.01% 2126
2024
Q4 		$727K Buy
33,307
+2,007
+6% +$47.2K ﹤0.01% 2122
2024
Q3 		$792K Buy
31,300
+2,185
+8% +$55.4K ﹤0.01% 2046
2024
Q2 		$760K Sell
29,115
-4,045
-12% -$104K ﹤0.01% 1971
2024
Q1 		$828K Buy
33,160
+4,973
+18% +$121K ﹤0.01% 1857
2023
Q4 		$668K Sell
28,187
-5,259
-16% -$117K ﹤0.01% 1958
2023
Q3 		$766K Buy
33,446
+6,368
+24% +$138K ﹤0.01% 1746
2023
Q2 		$534K Buy
27,078
+4,951
+22% +$91.2K ﹤0.01% 2085
2023
Q1 		$393K Sell
22,127
-842
-4% -$15.5K ﹤0.01% 2267
2022
Q4 		$393K Sell
22,969
-2,082
-8% -$37.2K ﹤0.01% 2220
2022
Q3 		$424K Sell
25,051
-2,678
-10% -$51.6K ﹤0.01% 2067
2022
Q2 		$511K Buy
27,729
+1,903
+7% +$41.9K ﹤0.01% 1944
2022
Q1 		$613K Buy
25,826
+777
+3% +$19K ﹤0.01% 1933
2021
Q4 		$633K Buy
25,049
+21
+0.1% +$561 ﹤0.01% 1924
2021
Q3 		$630K Sell
25,028
-3,855
-13% -$100K ﹤0.01% 1869
2021
Q2 		$671K Buy
28,883
+336
+1% +$8.33K ﹤0.01% 1831
2021
Q1 		$633K Sell
28,547
-1,115
-4% -$22.8K ﹤0.01% 1719
2020
Q4 		$527K Buy
29,662
+4,233
+17% +$66.6K ﹤0.01% 1735
2020
Q3 		$357K Buy
25,429
+6
+0% +$84 ﹤0.01% 1816
2020
Q2 		$343K Buy
25,423
+5
+0% +$65 ﹤0.01% 1777
2020
Q1 		$290K Buy
25,418
+6
+0% +$109 ﹤0.01% 1701
2019
Q4 		$529K Buy
25,412
+7
+0% +$151 ﹤0.01% 1542
2019
Q3 		$554K Sell
25,405
-1,997
-7% -$43.1K ﹤0.01% 1433
2019
Q2 		$574K Sell
27,402
-1,392
-5% -$30.2K 0.01% 1335
2019
Q1 		$606K Buy
28,794
+3
+0% +$64 0.01% 1354
2018
Q4 		$553K Buy
28,791
+3
+0% +$58 0.01% 1257
2018
Q3 		$546K Sell
28,788
-272
-0.9% -$5.11K 0.01% 1388
2018
Q2 		$526K Buy
29,060
+2
+0% +$35 0.01% 1369
2018
Q1 		$495K Buy
29,058
+2
+0% +$34 0.01% 1357
2017
Q4 		$481K Sell
29,056
-1,043
-3% -$17.8K 0.01% 1345
2017
Q3 		$516K Buy
30,099
+2
+0% +$33 0.01% 1241
2017
Q2 		$484K Buy
30,097
+2
+0% +$32 0.01% 1222
2017
Q1 		$509K Buy
30,095
+1
+0% +$16 0.01% 1061
2016
Q4 		$486K Hold
30,094
– – 0.01% 1026
2016
Q3 		$442K Buy
+30,094
New +$438K 0.01% 1105
2015
Q3 		– Sell
-26,219
Closed -$481K – 1502
2015
Q2 		$481K Sell
26,219
-2,996
-10% -$54K 0.01% 824
2015
Q1 		$498K Buy
29,215
+817
+3% +$13.6K 0.01% 806
2014
Q4 		$395K Hold
28,398
– – 0.01% 886
2014
Q3 		$373K Sell
28,398
-4,086
-13% -$55.7K 0.01% 963
2014
Q2 		$429K Sell
32,484
-1,359
-4% -$17.5K 0.02% 825
2014
Q1 		$431K Buy
+33,843
New +$430K 0.02% 785

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
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
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Cambridge Investment Research Advisors's CSWC Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Capital Southwest (CSWC) stake by 13% in Q2 2026, buying an estimated $175K and bringing the position to 63,291 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

Cambridge Investment Research Advisors first reported a position in CSWC in Q1 2014 and has held it in 46 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Cambridge Investment Research Advisors held 63,291 shares of Capital Southwest worth $1.5M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 7,476 Capital Southwest shares in Q2 2026, an estimated $175K.
  • Capital Southwest made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1924 holding.
  • Cambridge Investment Research Advisors first reported a position in Capital Southwest in Q1 2014 and has held it in 46 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.