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

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 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. 189 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.
  • 189 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.