EPIQ Partners’s Capital Southwest CSWC Stock Holding History

EPIQ 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 Q3	$6.69M	Sell	289,321 -4,682	-2%	-$113K	2.88%	7
2026 Q2	$6.99M	Sell	294,003 -18,323	-6%	-$429K	2.96%	9
2026 Q1	$6.91M	Buy	312,326 +1,361	+0.4%	+$30.8K	3.23%	9
2025 Q4	$6.89M	Buy	310,965 +15,536	+5%	+$328K	3.21%	10
2025 Q3	$6.46M	Buy	295,429 +28,629	+11%	+$652K	3.05%	10
2025 Q2	$5.88M	Buy	266,800 +11,400	+4%	+$235K	3%	11
2025 Q1	$5.7M	Buy	+255,400	New	+$5.77M	3.01%	10

Other funds holding CSWC

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

GFM

GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

EPIQ Partners's CSWC Position: Q3 2026 in Review

EPIQ Partners reduced its Capital Southwest (CSWC) stake by 1.6% in Q3 2026, selling an estimated $113K and leaving 289,321 shares worth $6.69M. The position accounts for 2.88% of the portfolio, ranked #7.

EPIQ Partners first reported a position in CSWC in Q1 2025 and has held it in 7 quarters since. The position peaked at $6.99M in Q2 2026. 20 funds tracked by Wall St. Rank hold CSWC as of Q3 2026.

EPIQ Partners held 289,321 shares of Capital Southwest worth $6.69M as of Q3 2026.
EPIQ Partners sold 4,682 Capital Southwest shares in Q3 2026, an estimated $113K.
Capital Southwest made up 2.88% of EPIQ Partners's portfolio in Q3 2026, its #7 holding.
EPIQ Partners first reported a position in Capital Southwest in Q1 2025 and has held it in 7 quarters since.
EPIQ Partners's Capital Southwest position peaked at $6.99M in Q2 2026.
20 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2026.

Based on EPIQ Partners's 13F filing for Q3 2026, filed 7 Oct 2026.