Goldman Sachs
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Goldman Sachs’s Capital Southwest CSWC Stock Holding History

Goldman Sachs’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
Q1 		– Sell
-229,086
Closed -$5.07M – 6572
2025
Q4 		$5.07M Sell
229,086
-2,019
-0.9% -$42.6K ﹤0.01% 3734
2025
Q3 		$5.05M Buy
231,105
+18,324
+9% +$417K ﹤0.01% 3643
2025
Q2 		$4.69M Sell
212,781
-44,891
-17% -$924K ﹤0.01% 3486
2025
Q1 		$5.75M Buy
257,672
+183,313
+247% +$4.14M ﹤0.01% 3215
2024
Q4 		$1.62M Buy
74,359
+61,546
+480% +$1.45M ﹤0.01% 4471
2024
Q3 		$324K Buy
12,813
+2,425
+23% +$61.4K ﹤0.01% 5266
2024
Q2 		$271K Buy
+10,388
New +$267K ﹤0.01% 5148
2024
Q1 		– Sell
-68,682
Closed -$1.63M – 5599
2023
Q4 		$1.63M Buy
+68,682
New +$1.53M ﹤0.01% 4076
2022
Q4 		– Sell
-12,534
Closed -$212K – 6020
2022
Q3 		$212K Sell
12,534
-82,131
-87% -$1.58M ﹤0.01% 5447
2022
Q2 		$1.74M Buy
+94,665
New +$2.08M ﹤0.01% 4158
2021
Q3 		– Sell
-9,097
Closed -$211K – 6268
2021
Q2 		$211K Buy
+9,097
New +$226K ﹤0.01% 5714
2016
Q3 		– Sell
-10,535
Closed -$144K – 7036
2016
Q2 		$144K Buy
+10,535
New +$147K ﹤0.01% 5919
2015
Q4 		– Sell
-29,324
Closed -$510K – 7172
2015
Q3 		$510K Sell
29,324
-1,310
-4% -$23.1K ﹤0.01% 5122
2015
Q2 		$562K Sell
30,634
-5,846
-16% -$105K ﹤0.01% 5080
2015
Q1 		$622K Sell
36,480
-108,772
-75% -$1.81M ﹤0.01% 4920
2014
Q4 		$2.02M Sell
145,252
-61,184
-30% -$834K ﹤0.01% 3832
2014
Q3 		$2.71M Buy
206,436
+43,290
+27% +$590K ﹤0.01% 3633
2014
Q2 		$2.16M Buy
163,146
+43,222
+36% +$558K ﹤0.01% 3909
2014
Q1 		$1.53M Buy
119,924
+6,976
+6% +$88.6K ﹤0.01% 4250
2013
Q4 		$1.45M Sell
112,948
-108,540
-49% -$1.33M ﹤0.01% 4405
2013
Q3 		$2.78M Buy
221,488
+23,464
+12% +$304K ﹤0.01% 3578
2013
Q2 		$2.5M Buy
+198,024
New +$2.33M ﹤0.01% 3486

Other funds holding CSWC

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Goldman Sachs's CSWC Position: Q1 2026 in Review

Goldman Sachs sold out of Capital Southwest (CSWC) in Q1 2026, closing a stake of 229,086 shares — an estimated $5.07M sold.

Goldman Sachs first reported a position in CSWC in Q2 2013 and held it in 22 quarters. The position peaked at $5.75M in Q1 2025. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Goldman Sachs reported no remaining Capital Southwest position as of Q1 2026 after selling out during the quarter.
  • Goldman Sachs sold 229,086 Capital Southwest shares in Q1 2026, an estimated $5.07M.
  • Goldman Sachs first reported a position in Capital Southwest in Q2 2013 and held it in 22 quarters.
  • Goldman Sachs's Capital Southwest position peaked at $5.75M in Q1 2025.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.