FHA
CSWC icon

First Horizon Advisors’s Capital Southwest CSWC Stock Holding History

First Horizon Advisors’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
2025
Q2 		$57.9K Buy
2,628
+2,428
+1,214% +$50K ﹤0.01% 922
2025
Q1 		$4.46K Buy
+200
New +$4.52K ﹤0.01% 1830

Other funds holding CSWC

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

First Horizon Advisors's CSWC Position: Q2 2025 in Review

First Horizon Advisors increased its Capital Southwest (CSWC) stake by 1,214% in Q2 2025, buying an estimated $50K and bringing the position to 2,628 shares worth $57.9K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

First Horizon Advisors first reported a position in CSWC in Q1 2025 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold CSWC as of Q2 2025.

  • First Horizon Advisors held 2,628 shares of Capital Southwest worth $57.9K as of Q2 2025.
  • First Horizon Advisors bought 2,428 Capital Southwest shares in Q2 2025, an estimated $50K.
  • Capital Southwest made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #922 holding.
  • First Horizon Advisors first reported a position in Capital Southwest in Q1 2025 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.