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

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $289M AUM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return