First Dallas Securities’s Capital Southwest CSWC Stock Holding History

First Dallas Securities’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	$2.2M	Buy	95,055 +4,587	+5%	+$111K	0.74%	35
2026 Q2	$2.15M	Buy	90,468 +777	+0.9%	+$18.2K	0.71%	36
2026 Q1	$1.98M	Sell	89,691 -220	-0.2%	-$4.98K	0.73%	35
2025 Q4	$1.99M	Buy	89,911 +5,880	+7%	+$124K	0.74%	36
2025 Q3	$1.84M	Buy	84,031 +6,929	+9%	+$158K	0.69%	38
2025 Q2	$1.7M	Buy	77,102 +5,177	+7%	+$107K	0.67%	34
2025 Q1	$1.6M	Buy	71,925 +4,817	+7%	+$109K	0.67%	38
2024 Q4	$1.46M	Buy	67,108 +10,596	+19%	+$249K	0.6%	40
2024 Q3	$1.43M	Buy	56,512 +2,289	+4%	+$58K	0.6%	41
2024 Q2	$1.41M	Buy	54,223 +775	+1%	+$19.9K	0.62%	40
2024 Q1	$1.33M	Buy	53,448 +3,621	+7%	+$88.3K	0.61%	39
2023 Q4	$1.18M	Buy	+49,827	New	+$1.11M	0.61%	43
2023 Q3	–	Sell	-22,500	Closed	-$444K	–	148
2023 Q2	$444K	Hold	22,500	–	–	0.25%	83
2023 Q1	$400K	Buy	22,500 +6,000	+36%	+$110K	0.24%	94
2022 Q4	$282K	Buy	+16,500	New	+$295K	0.17%	101

Other funds holding CSWC

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.54B AUM 34.26% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

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

First Dallas Securities's CSWC Position: Q3 2026 in Review

First Dallas Securities increased its Capital Southwest (CSWC) stake by 5.1% in Q3 2026, buying an estimated $111K and bringing the position to 95,055 shares worth $2.2M. The position accounts for 0.74% of the portfolio, ranked #35.

First Dallas Securities first reported a position in CSWC in Q4 2022 and has held it in 15 quarters since. 150 funds tracked by Wall St. Rank hold CSWC as of Q3 2026.

First Dallas Securities held 95,055 shares of Capital Southwest worth $2.2M as of Q3 2026.
First Dallas Securities bought 4,587 Capital Southwest shares in Q3 2026, an estimated $111K.
Capital Southwest made up 0.74% of First Dallas Securities's portfolio in Q3 2026, its #35 holding.
First Dallas Securities first reported a position in Capital Southwest in Q4 2022 and has held it in 15 quarters since.
150 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2026.

Based on First Dallas Securities's 13F filing for Q3 2026, filed 13 Nov 2026.