Focus Partners Wealth
CSWC icon

Focus Partners Wealth’s Capital Southwest CSWC Stock Holding History

Focus Partners Wealth’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 		$272K Buy
11,442
+482
+4% +$11.3K ﹤0.01% 2322
2026
Q1 		$242K Buy
+10,960
New +$248K ﹤0.01% 2303
2025
Q4 		– Sell
-10,772
Closed -$235K – 2697
2025
Q3 		$235K Buy
10,772
+1,500
+16% +$34.1K ﹤0.01% 1967
2025
Q2 		$204K Sell
9,272
-170
-2% -$3.5K ﹤0.01% 1866
2025
Q1 		$211K Sell
9,442
-22
-0.2% -$497 ﹤0.01% 1731
2024
Q4 		$207K Buy
9,464
+585
+7% +$13.8K ﹤0.01% 1724
2024
Q3 		$225K Hold
8,879
– – ﹤0.01% 1422
2024
Q2 		$232K Hold
8,879
– – ﹤0.01% 1129
2024
Q1 		$222K Sell
8,879
-250
-3% -$6.1K ﹤0.01% 906
2023
Q4 		$216K Buy
+9,129
New +$204K ﹤0.01% 739

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
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

Focus Partners Wealth's CSWC Position: Q2 2026 in Review

Focus Partners Wealth increased its Capital Southwest (CSWC) stake by 4.4% in Q2 2026, buying an estimated $11.3K and bringing the position to 11,442 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #2322.

Focus Partners Wealth first reported a position in CSWC in Q4 2023 and has held it in 10 quarters since. 189 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Focus Partners Wealth held 11,442 shares of Capital Southwest worth $272K as of Q2 2026.
  • Focus Partners Wealth bought 482 Capital Southwest shares in Q2 2026, an estimated $11.3K.
  • Capital Southwest made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2322 holding.
  • Focus Partners Wealth first reported a position in Capital Southwest in Q4 2023 and has held it in 10 quarters since.
  • 189 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.