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Eight 31 Financial’s Capital Southwest CSWC Stock Holding History

Eight 31 Financial’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 		$208K Buy
+8,750
New +$205K 0.12% 59

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

Eight 31 Financial's CSWC Position: Q2 2026 in Review

Eight 31 Financial opened a new position in Capital Southwest (CSWC) in Q2 2026: 8,750 shares worth $208K. The stake represents 0.12% of the portfolio and ranks #59 among its holdings.

190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Eight 31 Financial held 8,750 shares of Capital Southwest worth $208K as of Q2 2026.
  • Capital Southwest was a new Eight 31 Financial position in Q2 2026.
  • Capital Southwest made up 0.12% of Eight 31 Financial's portfolio in Q2 2026, its #59 holding.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Eight 31 Financial's 13F filing for Q2 2026, filed 13 Aug 2026.