Creative Planning
CSWC icon

Creative Planning’s Capital Southwest CSWC Stock Holding History

Creative Planning’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
Q1 		$220K Buy
+9,938
New +$225K ﹤0.01% 3664
2025
Q3 		– Sell
-9,114
Closed -$201K – 3936
2025
Q2 		$201K Buy
+9,114
New +$188K ﹤0.01% 3216
2025
Q1 		– Sell
-5,000
Closed -$109K – 3517
2024
Q4 		$109K Sell
5,000
-6,161
-55% -$145K ﹤0.01% 3141
2024
Q3 		$282K Buy
11,161
+452
+4% +$11.4K ﹤0.01% 2564
2024
Q2 		$279K Buy
10,709
+464
+5% +$11.9K ﹤0.01% 2414
2024
Q1 		$256K Buy
10,245
+350
+4% +$8.53K ﹤0.01% 2377
2023
Q4 		$235K Buy
+9,895
New +$221K ﹤0.01% 2292
2021
Q2 		– Sell
-83,350
Closed -$1.85M – 2188
2021
Q1 		$1.85M Buy
+83,350
New +$1.7M ﹤0.01% 766
2020
Q2 		– Sell
-122,572
Closed -$1.4M – 2040
2020
Q1 		$1.4M Sell
122,572
-6,819
-5% -$123K 0.01% 535
2019
Q4 		$2.69M Buy
129,391
+317
+0.2% +$6.86K 0.01% 424
2019
Q3 		$2.81M Buy
129,074
+110,399
+591% +$2.38M 0.01% 408
2019
Q2 		$391K Sell
18,675
-1,875
-9% -$40.7K ﹤0.01% 1209
2019
Q1 		$432K Hold
20,550
– – ﹤0.01% 1117
2018
Q4 		$395K Buy
+20,550
New +$396K ﹤0.01% 1081
2017
Q1 		– Sell
-500
Closed -$8K – 4685
2016
Q4 		$8K Buy
+500
New +$7.43K ﹤0.01% 3673

Other funds holding CSWC

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Creative Planning's CSWC Position: Q1 2026 in Review

Creative Planning opened a new position in Capital Southwest (CSWC) in Q1 2026: 9,938 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #3664 among its holdings. This is a return to the name: Creative Planning previously reported a position in CSWC as recently as Q2 2025.

Creative Planning first reported a position in CSWC in Q4 2016 and has held it in 15 quarters since. The position peaked at $2.81M in Q3 2019. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Creative Planning held 9,938 shares of Capital Southwest worth $220K as of Q1 2026.
  • Capital Southwest was a new Creative Planning position in Q1 2026.
  • Capital Southwest made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3664 holding.
  • Creative Planning first reported a position in Capital Southwest in Q4 2016 and has held it in 15 quarters since.
  • Creative Planning's Capital Southwest position peaked at $2.81M in Q3 2019.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.