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 Q3	$4.63K	Hold	200	–	–	﹤0.01%	1216
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

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

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

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return

First Horizon Corporation's CSWC Position: Q3 2026 in Review

First Horizon Corporation held its Capital Southwest (CSWC) position steady in Q3 2026 at 200 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

First Horizon Corporation first reported a position in CSWC in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.75K in Q2 2026. 95 funds tracked by Wall St. Rank hold CSWC as of Q3 2026.

First Horizon Corporation held 200 shares of Capital Southwest worth $4.63K as of Q3 2026.
First Horizon Corporation left its Capital Southwest share count unchanged in Q3 2026.
Capital Southwest made up ﹤0.01% of First Horizon Corporation's portfolio in Q3 2026, its #1216 holding.
First Horizon Corporation first reported a position in Capital Southwest in Q3 2025 and has held it in 5 quarters since.
First Horizon Corporation's Capital Southwest position peaked at $4.75K in Q2 2026.
95 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2026.

Based on First Horizon Corporation's 13F filing for Q3 2026, filed 26 Oct 2026.