IMC Chicago
CSWC icon

IMC Chicago’s Capital Southwest CSWC Stock Holding History

IMC Chicago’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 		$507K Buy
22,900
+9,600
+72% +$217K ﹤0.01% 4028
2025
Q4 		$295K Buy
13,300
+3,100
+30% +$65.4K ﹤0.01% 3811
2025
Q3 		$223K Buy
10,200
+100
+1% +$2.28K ﹤0.01% 3520
2025
Q2 		$223K Sell
10,100
-1,900
-16% -$39.1K ﹤0.01% 3229
2025
Q1 		$268K Buy
12,000
+1,300
+12% +$29.4K ﹤0.01% 2963
2024
Q4 		$233K Buy
+10,700
New +$252K ﹤0.01% 3059

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