Citadel Advisors
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Citadel Advisors’s Capital Southwest CSWC Stock Holding History

Citadel 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 		$1.25M Buy
52,700
+31,200
+145% +$730K ﹤0.01% 7652
2026
Q1 		$476K Sell
21,500
-17,300
-45% -$392K ﹤0.01% 9434
2025
Q4 		$859K Sell
38,800
-31,800
-45% -$671K ﹤0.01% 7742
2025
Q3 		$1.54M Buy
70,600
+5,000
+8% +$114K ﹤0.01% 6604
2025
Q2 		$1.45M Sell
65,600
-6,200
-9% -$128K ﹤0.01% 6337
2025
Q1 		$1.6M Buy
71,800
+20,900
+41% +$472K ﹤0.01% 5962
2024
Q4 		$1.11M Buy
50,900
+4,500
+10% +$106K ﹤0.01% 6788
2024
Q3 		$1.17M Sell
46,400
-33,300
-42% -$844K ﹤0.01% 6544
2024
Q2 		$2.08M Buy
79,700
+46,400
+139% +$1.19M ﹤0.01% 5229
2024
Q1 		$831K Sell
33,300
-20,400
-38% -$497K ﹤0.01% 7326
2023
Q4 		$1.27M Buy
53,700
+13,900
+35% +$310K ﹤0.01% 6211
2023
Q3 		$911K Buy
39,800
+30,100
+310% +$652K ﹤0.01% 6767
2023
Q2 		$191K Sell
9,700
-29,900
-76% -$551K ﹤0.01% 9963
2023
Q1 		$704K Buy
39,600
+7,200
+22% +$133K ﹤0.01% 7555
2022
Q4 		$554K Buy
32,400
+9,800
+43% +$175K ﹤0.01% 8029
2022
Q3 		$383K Buy
22,600
+4,100
+22% +$79K ﹤0.01% 9041
2022
Q2 		$341K Buy
18,500
+8,000
+76% +$176K ﹤0.01% 9518
2022
Q1 		$249K Sell
10,500
-4,000
-28% -$98K ﹤0.01% 11007
2021
Q4 		$367K Sell
14,500
-21,300
-59% -$569K ﹤0.01% 10452
2021
Q3 		$901K Sell
35,800
-6,100
-15% -$159K ﹤0.01% 8422
2021
Q2 		$973K Buy
41,900
+25,800
+160% +$640K ﹤0.01% 8433
2021
Q1 		$357K Buy
+16,100
New +$329K ﹤0.01% 10445

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

Citadel Advisors's CSWC Position: Q2 2026 in Review

Citadel Advisors opened a new position in Capital Southwest (CSWC) in Q2 2026: 88,251 shares worth $2.1M. The stake represents ﹤0.01% of the portfolio and ranks #6443 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in CSWC as recently as Q3 2025.

Citadel Advisors first reported a position in CSWC in Q1 2014 and has held it in 29 quarters since. The position peaked at $9.02M in Q2 2025. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Citadel Advisors held 88,251 shares of Capital Southwest worth $2.1M as of Q2 2026.
  • Capital Southwest was a new Citadel Advisors position in Q2 2026.
  • Capital Southwest made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #6443 holding.
  • Citadel Advisors first reported a position in Capital Southwest in Q1 2014 and has held it in 29 quarters since.
  • Citadel Advisors's Capital Southwest position peaked at $9.02M in Q2 2025.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.