FIC
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FCG Investment Company’s Capital Southwest CSWC Stock Holding History

FCG Investment Company’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 		$327K Buy
13,763
+3,094
+29% +$72.4K 0.11% 107
2026
Q1 		$236K Buy
+10,669
New +$241K 0.1% 97
2025
Q3 		$422K Buy
+19,314
New +$440K 0.2% 75

Other funds holding CSWC

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
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

FCG Investment Company's CSWC Position: Q2 2026 in Review

FCG Investment Company increased its Capital Southwest (CSWC) stake by 29% in Q2 2026, buying an estimated $72.4K and bringing the position to 13,763 shares worth $327K. The position accounts for 0.11% of the portfolio, ranked #107.

FCG Investment Company first reported a position in CSWC in Q3 2025 and has held it in 3 quarters since. The position peaked at $422K in Q3 2025. 52 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • FCG Investment Company held 13,763 shares of Capital Southwest worth $327K as of Q2 2026.
  • FCG Investment Company bought 3,094 Capital Southwest shares in Q2 2026, an estimated $72.4K.
  • Capital Southwest made up 0.11% of FCG Investment Company's portfolio in Q2 2026, its #107 holding.
  • FCG Investment Company first reported a position in Capital Southwest in Q3 2025 and has held it in 3 quarters since.
  • FCG Investment Company's Capital Southwest position peaked at $422K in Q3 2025.
  • 52 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on FCG Investment Company's 13F filing for Q2 2026, filed 13 Jul 2026.