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Closed-End Fund Advisors’s Capital Southwest CSWC Stock Holding History

Closed-End Fund 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 		$463K Sell
19,487
-11,101
-36% -$260K 0.45% 77
2026
Q1 		$677K Sell
30,588
-83,143
-73% -$1.88M 0.69% 47
2025
Q4 		$2.52M Buy
+113,731
New +$2.4M 1.49% 18

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

Closed-End Fund Advisors's CSWC Position: Q2 2026 in Review

Closed-End Fund Advisors reduced its Capital Southwest (CSWC) stake by 36% in Q2 2026, selling an estimated $260K and leaving 19,487 shares worth $463K. The position accounts for 0.45% of the portfolio, ranked #77.

Closed-End Fund Advisors first reported a position in CSWC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.52M in Q4 2025. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Closed-End Fund Advisors held 19,487 shares of Capital Southwest worth $463K as of Q2 2026.
  • Closed-End Fund Advisors sold 11,101 Capital Southwest shares in Q2 2026, an estimated $260K.
  • Capital Southwest made up 0.45% of Closed-End Fund Advisors's portfolio in Q2 2026, its #77 holding.
  • Closed-End Fund Advisors first reported a position in Capital Southwest in Q4 2025 and has held it in 3 quarters since.
  • Closed-End Fund Advisors's Capital Southwest position peaked at $2.52M in Q4 2025.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Closed-End Fund Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.