Janney Montgomery Scott
CSWC icon

Janney Montgomery Scott’s Capital Southwest CSWC Stock Holding History

Janney Montgomery Scott’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
Q3 		$976K Buy
42,206
+4,761
+13% +$115K ﹤0.01% 1926
2026
Q2 		$890K Buy
+37,445
New +$876K ﹤0.01% 1994
2025
Q2 		– Sell
-11,603
Closed -$259K – 2726
2025
Q1 		$259K Buy
+11,603
New +$262K ﹤0.01% 2384

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Empirical Finance
Empirical Finance Havertown, Pennsylvania $2.54B AUM 34.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Melia Wealth
Melia Wealth Tulsa, Oklahoma $175M AUM 9.82% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Janney Montgomery Scott's CSWC Position: Q3 2026 in Review

Janney Montgomery Scott increased its Capital Southwest (CSWC) stake by 13% in Q3 2026, buying an estimated $115K and bringing the position to 42,206 shares worth $976K. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

Janney Montgomery Scott first reported a position in CSWC in Q1 2025 and has held it in 3 quarters since. 146 funds tracked by Wall St. Rank hold CSWC as of Q3 2026.

  • Janney Montgomery Scott held 42,206 shares of Capital Southwest worth $976K as of Q3 2026.
  • Janney Montgomery Scott bought 4,761 Capital Southwest shares in Q3 2026, an estimated $115K.
  • Capital Southwest made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q3 2026, its #1926 holding.
  • Janney Montgomery Scott first reported a position in Capital Southwest in Q1 2025 and has held it in 3 quarters since.
  • 146 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.