Commonwealth Equity Services
CSWC icon

Commonwealth Equity Services’s Capital Southwest CSWC Stock Holding History

Commonwealth Equity Services’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 		$861K Sell
36,203
-18,825
-34% -$440K ﹤0.01% 2832
2026
Q1 		$1.22M Sell
55,028
-37,319
-40% -$845K ﹤0.01% 2436
2025
Q4 		$2.05M Sell
92,347
-1,354
-1% -$28.6K ﹤0.01% 1969
2025
Q3 		$2.05M Buy
93,701
+13,913
+17% +$317K ﹤0.01% 1972
2025
Q2 		$1.76M Buy
79,788
+2,248
+3% +$46.3K ﹤0.01% 2094
2025
Q1 		$1.73M Buy
77,540
+6,428
+9% +$145K ﹤0.01% 2018
2024
Q4 		$1.55M Sell
71,112
-3,674
-5% -$86.5K ﹤0.01% 2047
2024
Q3 		$1.89M Buy
74,786
+6,488
+9% +$164K ﹤0.01% 1846
2024
Q2 		$1.78M Sell
68,298
-1,903
-3% -$48.8K ﹤0.01% 1866
2024
Q1 		$1.75M Buy
70,201
+24,968
+55% +$609K ﹤0.01% 1866
2023
Q4 		$1.07M Sell
45,233
-7,074
-14% -$158K ﹤0.01% 2128
2023
Q3 		$1.2M Buy
52,307
+7,519
+17% +$163K ﹤0.01% 1948
2023
Q2 		$883K Buy
44,788
+11,714
+35% +$216K ﹤0.01% 2192
2023
Q1 		$588 Buy
33,074
+2,496
+8% +$45.9K ﹤0.01% 2409
2022
Q4 		$522K Buy
30,578
+7,449
+32% +$133K ﹤0.01% 2432
2022
Q3 		$391K Buy
23,129
+3,396
+17% +$65.4K ﹤0.01% 2607
2022
Q2 		$363K Buy
19,733
+3,195
+19% +$70.3K ﹤0.01% 2660
2022
Q1 		$392K Buy
16,538
+2,169
+15% +$53.1K ﹤0.01% 2732
2021
Q4 		$363K Buy
14,369
+461
+3% +$12.3K ﹤0.01% 2802
2021
Q3 		$350K Buy
13,908
+252
+2% +$6.56K ﹤0.01% 2772
2021
Q2 		$317K Sell
13,656
-178
-1% -$4.42K ﹤0.01% 2841
2021
Q1 		$306K Sell
13,834
-2,350
-15% -$48K ﹤0.01% 2742
2020
Q4 		$287K Buy
+16,184
New +$255K ﹤0.01% 2622

Other funds holding CSWC

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
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Commonwealth Equity Services's CSWC Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Capital Southwest (CSWC) stake by 34% in Q2 2026, selling an estimated $440K and leaving 36,203 shares worth $861K. The position accounts for ﹤0.01% of the portfolio, ranked #2832.

Commonwealth Equity Services first reported a position in CSWC in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.05M in Q3 2025. 62 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Commonwealth Equity Services held 36,203 shares of Capital Southwest worth $861K as of Q2 2026.
  • Commonwealth Equity Services sold 18,825 Capital Southwest shares in Q2 2026, an estimated $440K.
  • Capital Southwest made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2832 holding.
  • Commonwealth Equity Services first reported a position in Capital Southwest in Q4 2020 and has held it in 23 quarters since.
  • Commonwealth Equity Services's Capital Southwest position peaked at $2.05M in Q3 2025.
  • 62 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.