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
Q2 		$1.85M Buy
77,938
+12,332
+19% +$289K ﹤0.01% 1207
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

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

Canada Life's CSWC Position: Q2 2026 in Review

Canada Life increased its Capital Southwest (CSWC) stake by 19% in Q2 2026, buying an estimated $289K and bringing the position to 77,938 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Canada Life first reported a position in CSWC in Q4 2019 and has held it in 27 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Canada Life held 77,938 shares of Capital Southwest worth $1.85M as of Q2 2026.
  • Canada Life bought 12,332 Capital Southwest shares in Q2 2026, an estimated $289K.
  • Capital Southwest made up ﹤0.01% of Canada Life's portfolio in Q2 2026, its #1207 holding.
  • Canada Life first reported a position in Capital Southwest in Q4 2019 and has held it in 27 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Canada Life's 13F filing for Q2 2026, filed 13 Aug 2026.