Canada Life
CSWC icon

Canada Life’s Capital Southwest CSWC Stock Holding History

Canada Life’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 		$1.46M Sell
65,606
-6,175
-9% -$140K ﹤0.01% 1249
2025
Q4 		$1.59M Buy
71,781
+2,837
+4% +$59.9K ﹤0.01% 1238
2025
Q3 		$1.51M Buy
68,944
+17,926
+35% +$408K ﹤0.01% 1325
2025
Q2 		$1.13M Buy
51,018
+2,771
+6% +$57.1K ﹤0.01% 1398
2025
Q1 		$1.08M Buy
48,247
+13,253
+38% +$299K ﹤0.01% 1407
2024
Q4 		$763K Sell
34,994
-2,618
-7% -$61.6K ﹤0.01% 1537
2024
Q3 		$954K Buy
37,612
+9,441
+34% +$239K ﹤0.01% 1527
2024
Q2 		$736K Buy
28,171
+565
+2% +$14.5K ﹤0.01% 1587
2024
Q1 		$689K Sell
27,606
-8,685
-24% -$212K ﹤0.01% 1600
2023
Q4 		$855K Sell
36,291
-3,726
-9% -$83.1K ﹤0.01% 1548
2023
Q3 		$916K Buy
40,017
+9,671
+32% +$209K ﹤0.01% 1514
2023
Q2 		$602K Buy
30,346
+1,405
+5% +$25.9K ﹤0.01% 1643
2023
Q1 		$516K Sell
28,941
-3,210
-10% -$59.1K ﹤0.01% 1697
2022
Q4 		$553K Buy
32,151
+701
+2% +$12.5K ﹤0.01% 1695
2022
Q3 		$532K Buy
31,450
+6,786
+28% +$131K ﹤0.01% 1666
2022
Q2 		$455K Buy
24,664
+16,899
+218% +$372K ﹤0.01% 1699
2022
Q1 		$196K Buy
7,765
+726
+10% +$17.8K ﹤0.01% 1876
2021
Q4 		$177K Sell
7,039
-242
-3% -$6.46K ﹤0.01% 1890
2021
Q3 		$185K Buy
7,281
+831
+13% +$21.6K ﹤0.01% 1914
2021
Q2 		$149K Buy
6,450
+366
+6% +$9.08K ﹤0.01% 2000
2021
Q1 		$134K Sell
6,084
-1,475
-20% -$30.1K ﹤0.01% 2035
2020
Q4 		$134K Buy
7,559
+394
+5% +$6.2K ﹤0.01% 2050
2020
Q3 		$101K Buy
7,165
+691
+11% +$9.71K ﹤0.01% 2036
2020
Q2 		$87K Buy
6,474
+928
+17% +$12K ﹤0.01% 2082
2020
Q1 		$64K Buy
5,546
+181
+3% +$3.27K ﹤0.01% 2069
2019
Q4 		$111K Buy
+5,365
New +$116K ﹤0.01% 2051

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

Canada Life's CSWC Position: Q1 2026 in Review

Canada Life reduced its Capital Southwest (CSWC) stake by 8.6% in Q1 2026, selling an estimated $140K and leaving 65,606 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Canada Life first reported a position in CSWC in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.59M in Q4 2025. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Canada Life held 65,606 shares of Capital Southwest worth $1.46M as of Q1 2026.
  • Canada Life sold 6,175 Capital Southwest shares in Q1 2026, an estimated $140K.
  • Capital Southwest made up ﹤0.01% of Canada Life's portfolio in Q1 2026, its #1249 holding.
  • Canada Life first reported a position in Capital Southwest in Q4 2019 and has held it in 26 quarters since.
  • Canada Life's Capital Southwest position peaked at $1.59M in Q4 2025.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Canada Life's 13F filing for Q1 2026, filed 14 May 2026.