CWM
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Cornerstone Wealth Management’s Capital Southwest CSWC Stock Holding History

Cornerstone Wealth Management’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 		$970K Buy
40,813
+225
+0.6% +$5.26K 0.04% 340
2026
Q1 		$898K Sell
40,588
-247
-0.6% -$5.59K 0.04% 327
2025
Q4 		$904K Sell
40,835
-2,248
-5% -$47.5K 0.05% 306
2025
Q3 		$942K Buy
43,083
+78
+0.2% +$1.78K 0.05% 291
2025
Q2 		$948K Buy
43,005
+686
+2% +$14.1K 0.06% 273
2025
Q1 		$945K Buy
42,319
+3,153
+8% +$71.2K 0.06% 253
2024
Q4 		$855K Buy
39,166
+1,557
+4% +$36.6K 0.06% 259
2024
Q3 		$951K Sell
37,609
-146
-0.4% -$3.7K 0.07% 227
2024
Q2 		$985K Buy
37,755
+1,155
+3% +$29.6K 0.08% 205
2024
Q1 		$914K Buy
36,600
+3,174
+9% +$77.4K 0.07% 217
2023
Q4 		$792K Buy
33,426
+1,733
+5% +$38.7K 0.07% 234
2023
Q3 		$726K Buy
31,693
+2,634
+9% +$57.1K 0.07% 239
2023
Q2 		$573K Buy
29,059
+2,219
+8% +$40.9K 0.05% 275
2023
Q1 		$477K Buy
+26,840
New +$494K 0.05% 288
2022
Q3 		$277K Buy
16,378
+1,499
+10% +$28.9K 0.03% 363
2022
Q2 		$274K Buy
+14,879
New +$328K 0.03% 367

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

Cornerstone Wealth Management's CSWC Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Capital Southwest (CSWC) stake by 0.55% in Q2 2026, buying an estimated $5.26K and bringing the position to 40,813 shares worth $970K. The position accounts for 0.04% of the portfolio, ranked #340.

Cornerstone Wealth Management first reported a position in CSWC in Q2 2022 and has held it in 16 quarters since. The position peaked at $985K in Q2 2024. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Cornerstone Wealth Management held 40,813 shares of Capital Southwest worth $970K as of Q2 2026.
  • Cornerstone Wealth Management bought 225 Capital Southwest shares in Q2 2026, an estimated $5.26K.
  • Capital Southwest made up 0.04% of Cornerstone Wealth Management's portfolio in Q2 2026, its #340 holding.
  • Cornerstone Wealth Management first reported a position in Capital Southwest in Q2 2022 and has held it in 16 quarters since.
  • Cornerstone Wealth Management's Capital Southwest position peaked at $985K in Q2 2024.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.