Catalyst Capital Advisors’s Capital Southwest CSWC Stock Holding History

Catalyst Capital 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	$1.16M	Hold	49,000	–	–	0.02%	134
2026 Q1	$1.08M	Hold	49,000	–	–	0.02%	133
2025 Q4	$1.09M	Buy	49,000 +29,000	+145%	+$612K	0.02%	137
2025 Q3	$437K	Hold	20,000	–	–	0.01%	181
2025 Q2	$441K	Hold	20,000	–	–	0.01%	189
2025 Q1	$446K	Hold	20,000	–	–	0.01%	187
2024 Q4	$436K	Buy	+20,000	New	+$471K	0.01%	195

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

Catalyst Capital Advisors's CSWC Position: Q2 2026 in Review

Catalyst Capital Advisors held its Capital Southwest (CSWC) position steady in Q2 2026 at 49,000 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #134.

Catalyst Capital Advisors first reported a position in CSWC in Q4 2024 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

Catalyst Capital Advisors held 49,000 shares of Capital Southwest worth $1.16M as of Q2 2026.
Catalyst Capital Advisors left its Capital Southwest share count unchanged in Q2 2026.
Capital Southwest made up 0.02% of Catalyst Capital Advisors's portfolio in Q2 2026, its #134 holding.
Catalyst Capital Advisors first reported a position in Capital Southwest in Q4 2024 and has held it in 7 quarters since.
190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Catalyst Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.