Franklin Resources
CSWC icon

Franklin Resources’s Capital Southwest CSWC Stock Holding History

Franklin Resources’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 		$9.03M Buy
379,686
+50,565
+15% +$1.18M ﹤0.01% 1324
2026
Q1 		$7.28M Buy
329,121
+66,822
+25% +$1.51M ﹤0.01% 1364
2025
Q4 		$5.81M Sell
262,299
-48,931
-16% -$1.03M ﹤0.01% 1343
2025
Q3 		$6.8M Buy
311,230
+20,468
+7% +$466K ﹤0.01% 1302
2025
Q2 		$6.41M Sell
290,762
-7,861
-3% -$162K ﹤0.01% 1281
2025
Q1 		$6.67M Buy
298,623
+91,293
+44% +$2.06M ﹤0.01% 1240
2024
Q4 		$4.52M Buy
207,330
+53,292
+35% +$1.25M ﹤0.01% 1390
2024
Q3 		$3.89M Buy
154,038
+30,423
+25% +$771K ﹤0.01% 1463
2024
Q2 		$3.23M Buy
123,615
+15,055
+14% +$386K ﹤0.01% 1513
2024
Q1 		$2.71M Buy
+108,560
New +$2.65M ﹤0.01% 1604

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

Franklin Resources's CSWC Position: Q2 2026 in Review

Franklin Resources increased its Capital Southwest (CSWC) stake by 15% in Q2 2026, buying an estimated $1.18M and bringing the position to 379,686 shares worth $9.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Franklin Resources first reported a position in CSWC in Q1 2024 and has held it in 10 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Franklin Resources held 379,686 shares of Capital Southwest worth $9.03M as of Q2 2026.
  • Franklin Resources bought 50,565 Capital Southwest shares in Q2 2026, an estimated $1.18M.
  • Capital Southwest made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1324 holding.
  • Franklin Resources first reported a position in Capital Southwest in Q1 2024 and has held it in 10 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.