HIMS
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Hager Investment Management Services’s Capital Southwest CSWC Stock Holding History

Hager Investment Management Services’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
Q2 		$11.9K Hold
500
– – 0.01% 242
2026
Q1 		$11.1K Hold
500
– – 0.01% 230
2025
Q4 		$11.1K Hold
500
– – 0.01% 217
2025
Q3 		$10.9K Hold
500
– – 0.01% 213
2025
Q2 		$11K Hold
500
– – 0.01% 206
2025
Q1 		$11.2K Buy
+500
New +$11.3K 0.01% 211

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Hager Investment Management Services's CSWC Position: Q2 2026 in Review

Hager Investment Management Services held its Capital Southwest (CSWC) position steady in Q2 2026 at 500 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #242.

Hager Investment Management Services first reported a position in CSWC in Q1 2025 and has held it in 6 quarters since. 189 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Hager Investment Management Services held 500 shares of Capital Southwest worth $11.9K as of Q2 2026.
  • Hager Investment Management Services left its Capital Southwest share count unchanged in Q2 2026.
  • Capital Southwest made up 0.01% of Hager Investment Management Services's portfolio in Q2 2026, its #242 holding.
  • Hager Investment Management Services first reported a position in Capital Southwest in Q1 2025 and has held it in 6 quarters since.
  • 189 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.