CX Institutional’s Capital Southwest CSWC Stock Holding History

CX Institutional’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	–	Sell	-100	Closed	-$2K	–	1575
2025 Q4	$2K	Buy	+100	New	+$2.11K	﹤0.01%	1361

Other funds holding CSWC

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CX Institutional's CSWC Position: Q1 2026 in Review

CX Institutional sold out of Capital Southwest (CSWC) in Q1 2026, closing a stake of 100 shares — an estimated $2K sold.

CX Institutional first reported a position in CSWC in Q4 2025 and held it in 1 quarter. The position peaked at $2K in Q4 2025. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

CX Institutional reported no remaining Capital Southwest position as of Q1 2026 after selling out during the quarter.
CX Institutional sold 100 Capital Southwest shares in Q1 2026, an estimated $2K.
CX Institutional first reported a position in Capital Southwest in Q4 2025 and held it in 1 quarter.
CX Institutional's Capital Southwest position peaked at $2K in Q4 2025.
168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.