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Grimes & Company’s Capital Southwest CSWC Stock Holding History

Grimes & Company’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
-9,261
Closed -$205K – 439
2025
Q4 		$205K Sell
9,261
-3,372
-27% -$71.2K ﹤0.01% 437
2025
Q3 		$276K Sell
12,633
-670
-5% -$15.3K 0.01% 389
2025
Q2 		$293K Sell
13,303
-5,296
-28% -$109K 0.01% 343
2025
Q1 		$415K Buy
+18,599
New +$420K 0.01% 254

Other funds holding CSWC

Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $786B AUM 40.34% 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
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Grimes & Company's CSWC Position: Q1 2026 in Review

Grimes & Company sold out of Capital Southwest (CSWC) in Q1 2026, closing a stake of 9,261 shares — an estimated $205K sold.

Grimes & Company first reported a position in CSWC in Q1 2025 and held it in 4 quarters. The position peaked at $415K in Q1 2025. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Grimes & Company reported no remaining Capital Southwest position as of Q1 2026 after selling out during the quarter.
  • Grimes & Company sold 9,261 Capital Southwest shares in Q1 2026, an estimated $205K.
  • Grimes & Company first reported a position in Capital Southwest in Q1 2025 and held it in 4 quarters.
  • Grimes & Company's Capital Southwest position peaked at $415K in Q1 2025.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Grimes & Company's 13F filing for Q1 2026, filed 21 Apr 2026.