FHA
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Flagship Harbor Advisors’s Capital Southwest CSWC Stock Holding History

Flagship Harbor 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
2026
Q1 		– Sell
-109
Closed -$2.42K – 1020
2025
Q4 		$2.42K Buy
+109
New +$2.3K ﹤0.01% 1820

Other funds holding CSWC

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VanEck Associates
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Flagship Harbor Advisors's CSWC Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Capital Southwest (CSWC) in Q1 2026, closing a stake of 109 shares — an estimated $2.42K sold.

Flagship Harbor Advisors first reported a position in CSWC in Q4 2025 and held it in 1 quarter. The position peaked at $2.42K in Q4 2025. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Capital Southwest position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 109 Capital Southwest shares in Q1 2026, an estimated $2.42K.
  • Flagship Harbor Advisors first reported a position in Capital Southwest in Q4 2025 and held it in 1 quarter.
  • Flagship Harbor Advisors's Capital Southwest position peaked at $2.42K in Q4 2025.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.