Core Wealth Partners’s Capital Southwest CSWC Stock Holding History

Core Wealth Partners’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	$293K	Buy	12,320 +800	+7%	+$18.7K	0.12%	137
2026 Q1	$255K	Hold	11,520	–	–	0.12%	144
2025 Q4	$255K	Hold	11,520	–	–	0.11%	141
2025 Q3	$252K	Hold	11,520	–	–	0.12%	140
2025 Q2	$254K	Hold	11,520	–	–	0.13%	142
2025 Q1	$257K	Hold	11,520	–	–	0.15%	140
2024 Q4	$251K	Hold	11,520	–	–	0.14%	141
2024 Q3	$291K	Hold	11,520	–	–	0.18%	117
2024 Q2	$301K	Hold	11,520	–	–	0.21%	102
2024 Q1	$288K	Hold	11,520	–	–	0.22%	92
2023 Q4	$273K	Hold	11,520	–	–	0.22%	84
2023 Q3	$264K	Hold	11,520	–	–	0.24%	83
2023 Q2	$227K	Hold	11,520	–	–	0.21%	91
2023 Q1	$205K	Hold	11,520	–	–	0.21%	92
2022 Q4	$197K	Buy	+11,520	New	+$206K	0.22%	104

Other funds holding CSWC

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Core Wealth Partners's CSWC Position: Q2 2026 in Review

Core Wealth Partners increased its Capital Southwest (CSWC) stake by 6.9% in Q2 2026, buying an estimated $18.7K and bringing the position to 12,320 shares worth $293K. The position accounts for 0.12% of the portfolio, ranked #137.

Core Wealth Partners first reported a position in CSWC in Q4 2022 and has held it in 15 quarters since. The position peaked at $301K in Q2 2024. 24 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

Core Wealth Partners held 12,320 shares of Capital Southwest worth $293K as of Q2 2026.
Core Wealth Partners bought 800 Capital Southwest shares in Q2 2026, an estimated $18.7K.
Capital Southwest made up 0.12% of Core Wealth Partners's portfolio in Q2 2026, its #137 holding.
Core Wealth Partners first reported a position in Capital Southwest in Q4 2022 and has held it in 15 quarters since.
Core Wealth Partners's Capital Southwest position peaked at $301K in Q2 2024.
24 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.