Group One Trading
CSWC icon

Group One Trading’s Capital Southwest CSWC Stock Holding History

Group One Trading’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
Q3 		$32.6K Buy
1,409
+895
+174% +$21.6K ﹤0.01% 5551
2026
Q2 		$12.2K Sell
514
-2,092
-80% -$48.9K ﹤0.01% 6281
2026
Q1 		$57.6K Sell
2,606
-2,467
-49% -$55.8K ﹤0.01% 5154
2025
Q4 		$112K Sell
5,073
-90
-2% -$1.9K ﹤0.01% 4902
2025
Q3 		$113K Buy
+5,163
New +$118K ﹤0.01% 5220
2025
Q2 		– Sell
-1,496
Closed -$30.8K – 8021
2025
Q1 		$33.4K Buy
+1,496
New +$33.8K ﹤0.01% 5475
2024
Q4 		– Sell
-26,593
Closed -$626K – 7385
2024
Q3 		$673K Buy
26,593
+25,763
+3,104% +$653K ﹤0.01% 2632
2024
Q2 		$21.7K Buy
+830
New +$21.3K ﹤0.01% 5165
2024
Q1 		– Sell
-11,372
Closed -$277K – 7178
2023
Q4 		$270K Buy
11,372
+9,300
+449% +$207K ﹤0.01% 3589
2023
Q3 		$47.4K Buy
2,072
+1,872
+936% +$40.6K ﹤0.01% 5147
2023
Q2 		$3.94K Sell
200
-3,703
-95% -$68.2K ﹤0.01% 6820
2023
Q1 		$69.4K Buy
3,903
+3,603
+1,201% +$66.3K ﹤0.01% 4592
2022
Q4 		$5.13K Sell
300
-100
-25% -$1.79K ﹤0.01% 6339
2022
Q3 		$7K Buy
400
+100
+33% +$1.93K ﹤0.01% 6690
2022
Q2 		$6K Buy
300
+200
+200% +$4.4K ﹤0.01% 6986
2022
Q1 		$2K Sell
100
-800
-89% -$19.6K ﹤0.01% 7717
2021
Q4 		$23K Hold
900
– – ﹤0.01% 6887
2021
Q3 		$23K Buy
900
+100
+13% +$2.6K ﹤0.01% 7084
2021
Q2 		$19K Buy
+800
New +$19.8K ﹤0.01% 7212

Other funds holding CSWC

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
EPIQ Partners
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Womack Financial
Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return

Group One Trading's CSWC Position: Q3 2026 in Review

Group One Trading increased its Capital Southwest (CSWC) stake by 174% in Q3 2026, buying an estimated $21.6K and bringing the position to 1,409 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5551.

Group One Trading first reported a position in CSWC in Q2 2021 and has held it in 19 quarters since. The position peaked at $673K in Q3 2024. 95 funds tracked by Wall St. Rank hold CSWC as of Q3 2026.

  • Group One Trading held 1,409 shares of Capital Southwest worth $32.6K as of Q3 2026.
  • Group One Trading bought 895 Capital Southwest shares in Q3 2026, an estimated $21.6K.
  • Capital Southwest made up ﹤0.01% of Group One Trading's portfolio in Q3 2026, its #5551 holding.
  • Group One Trading first reported a position in Capital Southwest in Q2 2021 and has held it in 19 quarters since.
  • Group One Trading's Capital Southwest position peaked at $673K in Q3 2024.
  • 95 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2026.

Based on Group One Trading's 13F filing for Q3 2026, filed 10 Nov 2026.