EGA
CSWC icon

Eagle Global Advisors’s Capital Southwest CSWC Stock Holding History

Eagle Global Advisors’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 		$321K Buy
13,515
+4,165
+45% +$97.4K 0.01% 234
2026
Q1 		$207K Buy
+9,350
New +$212K 0.01% 268
2019
Q3 		– Sell
-12,110
Closed -$254K – 216
2019
Q2 		$254K Hold
12,110
– – 0.01% 207
2019
Q1 		$255K Sell
12,110
-1,030
-8% -$21.9K 0.01% 201
2018
Q4 		$253K Buy
+13,140
New +$253K 0.01% 197

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

Eagle Global Advisors's CSWC Position: Q2 2026 in Review

Eagle Global Advisors increased its Capital Southwest (CSWC) stake by 45% in Q2 2026, buying an estimated $97.4K and bringing the position to 13,515 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #234.

Eagle Global Advisors first reported a position in CSWC in Q4 2018 and has held it in 5 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Eagle Global Advisors held 13,515 shares of Capital Southwest worth $321K as of Q2 2026.
  • Eagle Global Advisors bought 4,165 Capital Southwest shares in Q2 2026, an estimated $97.4K.
  • Capital Southwest made up 0.01% of Eagle Global Advisors's portfolio in Q2 2026, its #234 holding.
  • Eagle Global Advisors first reported a position in Capital Southwest in Q4 2018 and has held it in 5 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.