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Global Retirement Partners’s Capital Southwest CSWC Stock Holding History

Global Retirement Partners’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 		$270K Buy
+11,373
New +$266K ﹤0.01% 1391
2025
Q4 		$257K Sell
11,587
-773
-6% -$16.3K ﹤0.01% 1324
2025
Q3 		$270K Sell
12,360
-335
-3% -$7.63K 0.01% 1026
2025
Q2 		$280K Buy
+12,695
New +$261K 0.01% 939
2024
Q4 		$558K Sell
25,581
-10,948
-30% -$258K 0.02% 600
2024
Q3 		$924K Sell
36,529
-2,584
-7% -$65.5K 0.03% 461
2024
Q2 		$1.02M Buy
39,113
+38,582
+7,266% +$990K 0.03% 416
2024
Q1 		$13.3K Sell
531
-510
-49% -$12.4K ﹤0.01% 1991
2023
Q4 		$26.3K Buy
+1,041
New +$23.2K ﹤0.01% 1627

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

Global Retirement Partners's CSWC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Capital Southwest (CSWC) in Q2 2026: 11,373 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #1391 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CSWC as recently as Q4 2025.

Global Retirement Partners first reported a position in CSWC in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.02M in Q2 2024. 189 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Global Retirement Partners held 11,373 shares of Capital Southwest worth $270K as of Q2 2026.
  • Capital Southwest was a new Global Retirement Partners position in Q2 2026.
  • Capital Southwest made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1391 holding.
  • Global Retirement Partners first reported a position in Capital Southwest in Q4 2023 and has held it in 9 quarters since.
  • Global Retirement Partners's Capital Southwest position peaked at $1.02M in Q2 2024.
  • 189 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.