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Inspire Advisors’s Capital Southwest CSWC Stock Holding History

Inspire 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 		$2.09M Buy
87,762
+73,154
+501% +$1.71M 0.15% 121
2026
Q1 		$323K Buy
+14,608
New +$331K 0.03% 443
2024
Q3 		– Sell
-8,369
Closed -$218K – 436
2024
Q2 		$218K Buy
8,369
+338
+4% +$8.68K 0.03% 309
2024
Q1 		$200K Sell
8,031
-529
-6% -$12.9K 0.03% 333
2023
Q4 		$203K Buy
+8,560
New +$191K 0.03% 300
2021
Q1 		– Sell
-389
Closed -$7K – 225
2020
Q4 		$7K Buy
+389
New +$6.12K ﹤0.01% 557

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

Inspire Advisors's CSWC Position: Q2 2026 in Review

Inspire Advisors increased its Capital Southwest (CSWC) stake by 501% in Q2 2026, buying an estimated $1.71M and bringing the position to 87,762 shares worth $2.09M. The position accounts for 0.15% of the portfolio, ranked #121.

Inspire Advisors first reported a position in CSWC in Q4 2020 and has held it in 6 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Inspire Advisors held 87,762 shares of Capital Southwest worth $2.09M as of Q2 2026.
  • Inspire Advisors bought 73,154 Capital Southwest shares in Q2 2026, an estimated $1.71M.
  • Capital Southwest made up 0.15% of Inspire Advisors's portfolio in Q2 2026, its #121 holding.
  • Inspire Advisors first reported a position in Capital Southwest in Q4 2020 and has held it in 6 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

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