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 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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 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 $2.07B AUM 4.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

First Dallas Securities's CSWC Position: Q1 2026 in Review

First Dallas Securities reduced its Capital Southwest (CSWC) stake by 0.24% in Q1 2026, selling an estimated $4.98K and leaving 89,691 shares worth $1.98M. The position accounts for 0.73% of the portfolio, ranked #35.

First Dallas Securities first reported a position in CSWC in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.99M in Q4 2025. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

First Dallas Securities held 89,691 shares of Capital Southwest worth $1.98M as of Q1 2026.
First Dallas Securities sold 220 Capital Southwest shares in Q1 2026, an estimated $4.98K.
Capital Southwest made up 0.73% of First Dallas Securities's portfolio in Q1 2026, its #35 holding.
First Dallas Securities first reported a position in Capital Southwest in Q4 2022 and has held it in 13 quarters since.
First Dallas Securities's Capital Southwest position peaked at $1.99M in Q4 2025.
168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on First Dallas Securities's 13F filing for Q1 2026, filed 27 Apr 2026.