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
2025
Q4 		– Sell
-9,500
Closed -$208K – 8283
2025
Q3 		$208K Sell
9,500
-5,800
-38% -$132K ﹤0.01% 4633
2025
Q2 		$337K Sell
15,300
-3,700
-19% -$76.2K ﹤0.01% 3806
2025
Q1 		$424K Buy
19,000
+15,700
+476% +$355K ﹤0.01% 3266
2024
Q4 		$72K Buy
3,300
+500
+18% +$11.8K ﹤0.01% 4790
2024
Q3 		$70.8K Sell
2,800
-1,300
-32% -$32.9K ﹤0.01% 4418
2024
Q2 		$107K Sell
4,100
-100
-2% -$2.57K ﹤0.01% 3910
2024
Q1 		$105K Buy
4,200
+4,000
+2,000% +$97.5K ﹤0.01% 4111
2023
Q4 		$4.74K Buy
+200
New +$4.46K ﹤0.01% 6529
2023
Q3 		– Sell
-10,600
Closed -$209K – 7736
2023
Q2 		$209K Buy
10,600
+10,000
+1,667% +$184K ﹤0.01% 3879
2023
Q1 		$10.7K Buy
600
+200
+50% +$3.68K ﹤0.01% 5899
2022
Q4 		$6.84K Sell
400
-400
-50% -$7.15K ﹤0.01% 6199
2022
Q3 		$14K Buy
800
+300
+60% +$5.78K ﹤0.01% 6284
2022
Q2 		$9K Buy
+500
New +$11K ﹤0.01% 6798
2021
Q4 		– Sell
-100
Closed -$3K – 8294
2021
Q3 		$3K Hold
100
– – ﹤0.01% 7855
2021
Q2 		$2K Buy
+100
New +$2.48K ﹤0.01% 7925

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.