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
Q2 		$480K Sell
20,200
-2,700
-12% -$63.2K ﹤0.01% 4688
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

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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
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Empirical Finance
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