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Dearborn Partners’s Capital Southwest CSWC Stock Holding History

Dearborn 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
Q1 		$430K Sell
19,420
-579
-3% -$13.1K 0.02% 195
2025
Q4 		$443K Buy
19,999
+864
+5% +$18.2K 0.02% 194
2025
Q3 		$418K Buy
19,135
+3,348
+21% +$76.2K 0.02% 191
2025
Q2 		$348K Sell
15,787
-2,637
-14% -$54.3K 0.02% 204
2025
Q1 		$411K Sell
18,424
-531
-3% -$12K 0.02% 184
2024
Q4 		$414K Sell
18,955
-726
-4% -$17.1K 0.02% 189
2024
Q3 		$498K Buy
19,681
+1,457
+8% +$36.9K 0.02% 175
2024
Q2 		$475K Buy
18,224
+1,741
+11% +$44.7K 0.02% 169
2024
Q1 		$411K Buy
+16,483
New +$402K 0.02% 181

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

Dearborn Partners's CSWC Position: Q1 2026 in Review

Dearborn Partners reduced its Capital Southwest (CSWC) stake by 2.9% in Q1 2026, selling an estimated $13.1K and leaving 19,420 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #195.

Dearborn Partners first reported a position in CSWC in Q1 2024 and has held it in 9 quarters since. The position peaked at $498K in Q3 2024. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Dearborn Partners held 19,420 shares of Capital Southwest worth $430K as of Q1 2026.
  • Dearborn Partners sold 579 Capital Southwest shares in Q1 2026, an estimated $13.1K.
  • Capital Southwest made up 0.02% of Dearborn Partners's portfolio in Q1 2026, its #195 holding.
  • Dearborn Partners first reported a position in Capital Southwest in Q1 2024 and has held it in 9 quarters since.
  • Dearborn Partners's Capital Southwest position peaked at $498K in Q3 2024.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Dearborn Partners's 13F filing for Q1 2026, filed 12 May 2026.