Essential Partners’s Capital Southwest CSWC Stock Holding History

Essential 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 Q1	–	Sell	-82	Closed	-$1.82K	–	2879
2025 Q4	$1.82K	Buy	+82	New	+$1.73K	﹤0.01%	1836

Other funds holding CSWC

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Essential Partners's CSWC Position: Q1 2026 in Review

Essential Partners sold out of Capital Southwest (CSWC) in Q1 2026, closing a stake of 82 shares — an estimated $1.82K sold.

Essential Partners first reported a position in CSWC in Q4 2025 and held it in 1 quarter. The position peaked at $1.82K in Q4 2025. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

Essential Partners reported no remaining Capital Southwest position as of Q1 2026 after selling out during the quarter.
Essential Partners sold 82 Capital Southwest shares in Q1 2026, an estimated $1.82K.
Essential Partners first reported a position in Capital Southwest in Q4 2025 and held it in 1 quarter.
Essential Partners's Capital Southwest position peaked at $1.82K in Q4 2025.
168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.