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 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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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 $2.07B AUM 4.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

GraniteShares Advisors's CSWC Position: Q1 2026 in Review

GraniteShares Advisors reduced its Capital Southwest (CSWC) stake by 10% in Q1 2026, selling an estimated $285K and leaving 109,894 shares worth $2.43M. The position accounts for 1.75% of the portfolio, ranked #16.

GraniteShares Advisors first reported a position in CSWC in Q4 2022 and has held it in 6 quarters since. The position peaked at $2.71M in Q4 2025. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

GraniteShares Advisors held 109,894 shares of Capital Southwest worth $2.43M as of Q1 2026.
GraniteShares Advisors sold 12,578 Capital Southwest shares in Q1 2026, an estimated $285K.
Capital Southwest made up 1.75% of GraniteShares Advisors's portfolio in Q1 2026, its #16 holding.
GraniteShares Advisors first reported a position in Capital Southwest in Q4 2022 and has held it in 6 quarters since.
GraniteShares Advisors's Capital Southwest position peaked at $2.71M in Q4 2025.
168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on GraniteShares Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.