HighTower Advisors
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HighTower Advisors’s Capital Southwest CSWC Stock Holding History

HighTower Advisors’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 		$232K Sell
9,746
-1
-0% -$23 ﹤0.01% 3429
2026
Q1 		$216K Buy
9,747
+109
+1% +$2.47K ﹤0.01% 3428
2025
Q4 		$213K Sell
9,638
-937
-9% -$19.8K ﹤0.01% 3325
2025
Q3 		$231K Buy
10,575
+385
+4% +$8.76K ﹤0.01% 3250
2025
Q2 		$225K Buy
10,190
+802
+9% +$16.5K ﹤0.01% 3182
2025
Q1 		$210K Buy
9,388
+73
+0.8% +$1.65K ﹤0.01% 3142
2024
Q4 		$203K Sell
9,315
-2,461
-21% -$57.9K ﹤0.01% 3189
2024
Q3 		$297K Sell
11,776
-449
-4% -$11.4K ﹤0.01% 2816
2024
Q2 		$319K Buy
12,225
+173
+1% +$4.44K ﹤0.01% 2663
2024
Q1 		$300K Sell
12,052
-20,234
-63% -$493K ﹤0.01% 2681
2023
Q4 		$761K Buy
32,286
+19,263
+148% +$430K ﹤0.01% 2009
2023
Q3 		$298K Buy
+13,023
New +$282K ﹤0.01% 2601

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

HighTower Advisors's CSWC Position: Q2 2026 in Review

HighTower Advisors reduced its Capital Southwest (CSWC) stake by 0.01% in Q2 2026, selling an estimated $23 and leaving 9,746 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #3429.

HighTower Advisors first reported a position in CSWC in Q3 2023 and has held it in 12 quarters since. The position peaked at $761K in Q4 2023. 189 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • HighTower Advisors held 9,746 shares of Capital Southwest worth $232K as of Q2 2026.
  • HighTower Advisors sold 1 Capital Southwest share in Q2 2026, an estimated $23.
  • Capital Southwest made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3429 holding.
  • HighTower Advisors first reported a position in Capital Southwest in Q3 2023 and has held it in 12 quarters since.
  • HighTower Advisors's Capital Southwest position peaked at $761K in Q4 2023.
  • 189 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.