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Capital Analysts LLC’s Capital Southwest CSWC Stock Holding History

Capital Analysts LLC’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 		$64K Buy
2,903
+73
+3% +$1.65K ﹤0.01% 895
2025
Q4 		$63K Buy
2,830
+76
+3% +$1.6K ﹤0.01% 870
2025
Q3 		$60K Buy
2,754
+69
+3% +$1.57K ﹤0.01% 846
2025
Q2 		$59K Buy
2,685
+69
+3% +$1.42K ﹤0.01% 779
2025
Q1 		$58K Buy
2,616
+66
+3% +$1.49K ﹤0.01% 756
2024
Q4 		$56K Buy
2,550
+669
+36% +$15.7K ﹤0.01% 725
2024
Q3 		$48K Sell
1,881
-603
-24% -$15.3K ﹤0.01% 729
2024
Q2 		$65K Hold
2,484
– – ﹤0.01% 650
2024
Q1 		$62K Hold
2,484
– – ﹤0.01% 617
2023
Q4 		$59K Sell
2,484
-207
-8% -$4.62K ﹤0.01% 621
2023
Q3 		$62K Hold
2,691
– – ﹤0.01% 564
2023
Q2 		$51K Hold
2,691
– – ﹤0.01% 577
2023
Q1 		$48K Hold
2,691
– – ﹤0.01% 600
2022
Q4 		$46K Buy
2,691
+76
+3% +$1.36K ﹤0.01% 632
2022
Q3 		$44K Hold
2,615
– – ﹤0.01% 586
2022
Q2 		$48K Buy
+2,615
New +$57.6K ﹤0.01% 568

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

Capital Analysts LLC's CSWC Position: Q1 2026 in Review

Capital Analysts LLC increased its Capital Southwest (CSWC) stake by 2.6% in Q1 2026, buying an estimated $1.65K and bringing the position to 2,903 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Capital Analysts LLC first reported a position in CSWC in Q2 2022 and has held it in 16 quarters since. The position peaked at $65K in Q2 2024. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Capital Analysts LLC held 2,903 shares of Capital Southwest worth $64K as of Q1 2026.
  • Capital Analysts LLC bought 73 Capital Southwest shares in Q1 2026, an estimated $1.65K.
  • Capital Southwest made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #895 holding.
  • Capital Analysts LLC first reported a position in Capital Southwest in Q2 2022 and has held it in 16 quarters since.
  • Capital Analysts LLC's Capital Southwest position peaked at $65K in Q2 2024.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.