Garde Capital’s Capital Southwest CSWC Stock Holding History

Garde Capital’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	-2,401	Closed	-$52.9K	–	377
2025 Q2	$52.9K	Hold	2,401	–	–	﹤0.01%	342
2025 Q1	$53.6K	Buy	+2,401	New	+$54.2K	﹤0.01%	332

Other funds holding CSWC

VanEck Associates New York $164B AUM 112.45% 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 New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return

Garde Capital's CSWC Position: Q3 2025 in Review

Garde Capital sold out of Capital Southwest (CSWC) in Q3 2025, closing a stake of 2,401 shares — an estimated $52.9K sold.

Garde Capital first reported a position in CSWC in Q1 2025 and held it in 2 quarters. The position peaked at $53.6K in Q1 2025. 164 funds tracked by Wall St. Rank hold CSWC as of Q3 2025.

Garde Capital reported no remaining Capital Southwest position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 2,401 Capital Southwest shares in Q3 2025, an estimated $52.9K.
Garde Capital first reported a position in Capital Southwest in Q1 2025 and held it in 2 quarters.
Garde Capital's Capital Southwest position peaked at $53.6K in Q1 2025.
164 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.