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Generali Investments CEE’s Capital Southwest CSWC Stock Holding History

Generali Investments CEE’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 		$303K Hold
12,758
– – 0.01% 395
2026
Q1 		$282K Hold
12,758
– – 0.01% 399
2025
Q4 		$283K Hold
12,758
– – 0.02% 347
2025
Q3 		$279K Buy
12,758
+130
+1% +$2.96K 0.02% 334
2025
Q2 		$278K Hold
12,628
– – 0.02% 325
2025
Q1 		$282K Buy
+12,628
New +$285K 0.03% 316

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

Generali Investments CEE's CSWC Position: Q2 2026 in Review

Generali Investments CEE held its Capital Southwest (CSWC) position steady in Q2 2026 at 12,758 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #395.

Generali Investments CEE first reported a position in CSWC in Q1 2025 and has held it in 6 quarters since. 189 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Generali Investments CEE held 12,758 shares of Capital Southwest worth $303K as of Q2 2026.
  • Generali Investments CEE left its Capital Southwest share count unchanged in Q2 2026.
  • Capital Southwest made up 0.01% of Generali Investments CEE's portfolio in Q2 2026, its #395 holding.
  • Generali Investments CEE first reported a position in Capital Southwest in Q1 2025 and has held it in 6 quarters since.
  • 189 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Generali Investments CEE's 13F filing for Q2 2026, filed 13 Jul 2026.