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 		$79.6K Sell
3,600
-2,200
-38% -$49.8K ﹤0.01% 4924
2025
Q4 		$128K Buy
5,800
+2,500
+76% +$52.8K ﹤0.01% 4778
2025
Q3 		$72.1K Sell
3,300
-700
-18% -$15.9K ﹤0.01% 5640
2025
Q2 		$88.2K Sell
4,000
-12,300
-75% -$253K ﹤0.01% 5085
2025
Q1 		$364K Buy
16,300
+15,500
+1,938% +$350K ﹤0.01% 3410
2024
Q4 		$17.5K Sell
800
-31,300
-98% -$737K ﹤0.01% 5779
2024
Q3 		$812K Buy
32,100
+2,100
+7% +$53.2K ﹤0.01% 2474
2024
Q2 		$783K Buy
+30,000
New +$770K ﹤0.01% 2187
2024
Q1 		– Sell
-1,400
Closed -$33.2K – 7179
2023
Q4 		$33.2K Buy
1,400
+900
+180% +$20.1K ﹤0.01% 5361
2023
Q3 		$11.4K Sell
500
-800
-62% -$17.3K ﹤0.01% 6266
2023
Q2 		$25.6K Sell
1,300
-16,500
-93% -$304K ﹤0.01% 5797
2023
Q1 		$316K Buy
17,800
+16,300
+1,087% +$300K ﹤0.01% 3218
2022
Q4 		$25.6K Buy
1,500
+1,400
+1,400% +$25K ﹤0.01% 5455
2022
Q3 		$2K Buy
+100
New +$1.93K ﹤0.01% 7123
2021
Q4 		– Sell
-800
Closed -$20K – 8295
2021
Q3 		$20K Buy
800
+100
+14% +$2.6K ﹤0.01% 7171
2021
Q2 		$16K Buy
+700
New +$17.4K ﹤0.01% 7310

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.