FFO
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Fortitude Family Office’s Capital Southwest CSWC Stock Holding History

Fortitude Family Office’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
2025
Q3 		– Sell
-1,400
Closed -$30.9K – 2016
2025
Q2 		$30.9K Buy
+1,400
New +$28.8K 0.01% 315

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Fortitude Family Office's CSWC Position: Q3 2025 in Review

Fortitude Family Office sold out of Capital Southwest (CSWC) in Q3 2025, closing a stake of 1,400 shares — an estimated $30.9K sold.

Fortitude Family Office first reported a position in CSWC in Q2 2025 and held it in 1 quarter. The position peaked at $30.9K in Q2 2025. 164 funds tracked by Wall St. Rank hold CSWC as of Q3 2025.

  • Fortitude Family Office reported no remaining Capital Southwest position as of Q3 2025 after selling out during the quarter.
  • Fortitude Family Office sold 1,400 Capital Southwest shares in Q3 2025, an estimated $30.9K.
  • Fortitude Family Office first reported a position in Capital Southwest in Q2 2025 and held it in 1 quarter.
  • Fortitude Family Office's Capital Southwest position peaked at $30.9K in Q2 2025.
  • 164 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2025.

Based on Fortitude Family Office's 13F filing for Q3 2025, filed 17 Oct 2025.