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
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

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

Group One Trading's CSWC Position: Q1 2026 in Review

Group One Trading reduced its Capital Southwest (CSWC) stake by 49% in Q1 2026, selling an estimated $55.8K and leaving 2,606 shares worth $57.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5154.

Group One Trading first reported a position in CSWC in Q2 2021 and has held it in 17 quarters since. The position peaked at $673K in Q3 2024. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Group One Trading held 2,606 shares of Capital Southwest worth $57.6K as of Q1 2026.
  • Group One Trading sold 2,467 Capital Southwest shares in Q1 2026, an estimated $55.8K.
  • Capital Southwest made up ﹤0.01% of Group One Trading's portfolio in Q1 2026, its #5154 holding.
  • Group One Trading first reported a position in Capital Southwest in Q2 2021 and has held it in 17 quarters since.
  • Group One Trading's Capital Southwest position peaked at $673K in Q3 2024.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Group One Trading's 13F filing for Q1 2026, filed 13 May 2026.