FHC
CSWC icon

First Horizon Corporation’s Capital Southwest CSWC Stock Holding History

First Horizon Corporation’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 		$4.75K Hold
200
– – ﹤0.01% 1242
2026
Q1 		$4.42K Hold
200
– – ﹤0.01% 1173
2025
Q4 		$4.43K Hold
200
– – ﹤0.01% 1230
2025
Q3 		$4.37K Buy
+200
New +$4.55K ﹤0.01% 1205

Other funds holding CSWC

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

First Horizon Corporation's CSWC Position: Q2 2026 in Review

First Horizon Corporation held its Capital Southwest (CSWC) position steady in Q2 2026 at 200 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

First Horizon Corporation first reported a position in CSWC in Q3 2025 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • First Horizon Corporation held 200 shares of Capital Southwest worth $4.75K as of Q2 2026.
  • First Horizon Corporation left its Capital Southwest share count unchanged in Q2 2026.
  • Capital Southwest made up ﹤0.01% of First Horizon Corporation's portfolio in Q2 2026, its #1242 holding.
  • First Horizon Corporation first reported a position in Capital Southwest in Q3 2025 and has held it in 4 quarters since.
  • 27 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on First Horizon Corporation's 13F filing for Q2 2026, filed 20 Jul 2026.