EF
CSWC icon

Empowered Funds’s Capital Southwest CSWC Stock Holding History

Empowered Funds’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 		$12.5M Sell
525,697
-93,401
-15% -$2.19M 0.07% 333
2026
Q1 		$13.7M Buy
+619,098
New +$14M 0.09% 249

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empowered Funds's CSWC Position: Q2 2026 in Review

Empowered Funds reduced its Capital Southwest (CSWC) stake by 15% in Q2 2026, selling an estimated $2.19M and leaving 525,697 shares worth $12.5M. The position accounts for 0.07% of the portfolio, ranked #333.

Empowered Funds first reported a position in CSWC in Q1 2026 and has held it in 2 quarters since. The position peaked at $13.7M in Q1 2026. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Empowered Funds held 525,697 shares of Capital Southwest worth $12.5M as of Q2 2026.
  • Empowered Funds sold 93,401 Capital Southwest shares in Q2 2026, an estimated $2.19M.
  • Capital Southwest made up 0.07% of Empowered Funds's portfolio in Q2 2026, its #333 holding.
  • Empowered Funds first reported a position in Capital Southwest in Q1 2026 and has held it in 2 quarters since.
  • Empowered Funds's Capital Southwest position peaked at $13.7M in Q1 2026.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.