CIBC Private Wealth Group’s Capital Southwest CSWC Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$29.7K	Sell	1,340 -211	-14%	-$4.45K	﹤0.01%	2009
2025 Q3	$33.9K	Hold	1,551	–	–	﹤0.01%	1965
2025 Q2	$34.2K	Sell	1,551 -1	-0.1%	-$21	﹤0.01%	1815
2025 Q1	$27.9K	Sell	1,552 -338	-18%	-$7.63K	﹤0.01%	1865
2024 Q4	$41.5K	Buy	1,890 +427	+29%	+$10.1K	﹤0.01%	1746
2024 Q3	$37K	Buy	1,463 +913	+166%	+$23.1K	﹤0.01%	1882
2024 Q2	$14.8K	Sell	550 -1,000	-65%	-$25.7K	﹤0.01%	2153
2024 Q1	$38.3K	Buy	+1,550	New	+$37.8K	﹤0.01%	1777
2022 Q3	–	Sell	-800	Closed	-$15K	–	962
2022 Q2	$15K	Hold	800	–	–	﹤0.01%	1042
2022 Q1	$19K	Buy	+800	New	+$19.6K	﹤0.01%	1108

Other funds holding CSWC

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIBC Private Wealth Group's CSWC Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Capital Southwest (CSWC) stake by 14% in Q4 2025, selling an estimated $4.45K and leaving 1,340 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2009.

CIBC Private Wealth Group first reported a position in CSWC in Q1 2022 and has held it in 10 quarters since. The position peaked at $41.5K in Q4 2024. 162 funds tracked by Wall St. Rank hold CSWC as of Q4 2025.

CIBC Private Wealth Group held 1,340 shares of Capital Southwest worth $29.7K as of Q4 2025.
CIBC Private Wealth Group sold 211 Capital Southwest shares in Q4 2025, an estimated $4.45K.
Capital Southwest made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2009 holding.
CIBC Private Wealth Group first reported a position in Capital Southwest in Q1 2022 and has held it in 10 quarters since.
CIBC Private Wealth Group's Capital Southwest position peaked at $41.5K in Q4 2024.
162 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.