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CSWC icon

DRW Securities’s Capital Southwest CSWC Stock Holding History

DRW Securities’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 		$284K Buy
11,959
+794
+7% +$18.6K 0.01% 639
2026
Q1 		$247K Buy
+11,165
New +$253K ﹤0.01% 996
2025
Q4 		– Sell
-46,161
Closed -$1.01M – 1317
2025
Q3 		$1.01M Buy
46,161
+21,176
+85% +$482K 0.02% 389
2025
Q2 		$551K Buy
24,985
+14,915
+148% +$307K 0.01% 463
2025
Q1 		$225K Buy
+10,070
New +$227K 0.01% 498

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

DRW Securities's CSWC Position: Q2 2026 in Review

DRW Securities increased its Capital Southwest (CSWC) stake by 7.1% in Q2 2026, buying an estimated $18.6K and bringing the position to 11,959 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #639.

DRW Securities first reported a position in CSWC in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.01M in Q3 2025. 189 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • DRW Securities held 11,959 shares of Capital Southwest worth $284K as of Q2 2026.
  • DRW Securities bought 794 Capital Southwest shares in Q2 2026, an estimated $18.6K.
  • Capital Southwest made up 0.01% of DRW Securities's portfolio in Q2 2026, its #639 holding.
  • DRW Securities first reported a position in Capital Southwest in Q1 2025 and has held it in 5 quarters since.
  • DRW Securities's Capital Southwest position peaked at $1.01M in Q3 2025.
  • 189 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on DRW Securities's 13F filing for Q2 2026, filed 14 Aug 2026.