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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

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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

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. 189 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.
  • 189 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.