GraniteShares Advisors’s Capital Southwest CSWC Stock Holding History

GraniteShares Advisors’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	$3.01M	Buy	126,444 +16,550	+15%	+$387K	1.93%	11
2026 Q1	$2.43M	Sell	109,894 -12,578	-10%	-$285K	1.75%	16
2025 Q4	$2.71M	Buy	+122,472	New	+$2.59M	1.65%	19
2023 Q4	–	Sell	-85,178	Closed	-$1.95M	–	97
2023 Q3	$1.95M	Buy	85,178 +3,266	+4%	+$70.7K	1.82%	5
2023 Q2	$1.62M	Sell	81,912 -871	-1%	-$16K	1.46%	8
2023 Q1	$1.47M	Buy	82,783 +47,101	+132%	+$867K	1.3%	14
2022 Q4	$610K	Buy	+35,682	New	+$638K	0.5%	71

Other funds holding CSWC

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

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

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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

GraniteShares Advisors's CSWC Position: Q2 2026 in Review

GraniteShares Advisors increased its Capital Southwest (CSWC) stake by 15% in Q2 2026, buying an estimated $387K and bringing the position to 126,444 shares worth $3.01M. The position accounts for 1.93% of the portfolio, ranked #11.

GraniteShares Advisors first reported a position in CSWC in Q4 2022 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

GraniteShares Advisors held 126,444 shares of Capital Southwest worth $3.01M as of Q2 2026.
GraniteShares Advisors bought 16,550 Capital Southwest shares in Q2 2026, an estimated $387K.
Capital Southwest made up 1.93% of GraniteShares Advisors's portfolio in Q2 2026, its #11 holding.
GraniteShares Advisors first reported a position in Capital Southwest in Q4 2022 and has held it in 7 quarters since.
190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on GraniteShares Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.