IFG
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Independent Financial Group’s Capital Southwest CSWC Stock Holding History

Independent Financial Group’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 		$1.41M Buy
59,115
+40,699
+221% +$952K 0.03% 571
2026
Q1 		$407K Buy
+18,416
New +$417K 0.01% 1027
2025
Q3 		– Sell
-10,485
Closed -$231K – 1374
2025
Q2 		$231K Sell
10,485
-4,250
-29% -$87.5K 0.01% 1157
2025
Q1 		$329K Buy
14,735
+950
+7% +$21.5K 0.01% 888
2024
Q4 		$301K Buy
13,785
+650
+5% +$15.3K 0.01% 900
2024
Q3 		$332K Buy
13,135
+1,500
+13% +$38K 0.01% 832
2024
Q2 		$304K Buy
+11,635
New +$299K 0.01% 828

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

Independent Financial Group's CSWC Position: Q2 2026 in Review

Independent Financial Group increased its Capital Southwest (CSWC) stake by 221% in Q2 2026, buying an estimated $952K and bringing the position to 59,115 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #571.

Independent Financial Group first reported a position in CSWC in Q2 2024 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Independent Financial Group held 59,115 shares of Capital Southwest worth $1.41M as of Q2 2026.
  • Independent Financial Group bought 40,699 Capital Southwest shares in Q2 2026, an estimated $952K.
  • Capital Southwest made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #571 holding.
  • Independent Financial Group first reported a position in Capital Southwest in Q2 2024 and has held it in 7 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.