Janney Montgomery Scott
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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
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 $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

Janney Montgomery Scott's CSWC Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in Capital Southwest (CSWC) in Q2 2026: 37,445 shares worth $890K. The stake represents ﹤0.01% of the portfolio and ranks #1994 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in CSWC as recently as Q1 2025.

Janney Montgomery Scott first reported a position in CSWC in Q1 2025 and has held it in 2 quarters since. 189 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Janney Montgomery Scott held 37,445 shares of Capital Southwest worth $890K as of Q2 2026.
  • Capital Southwest was a new Janney Montgomery Scott position in Q2 2026.
  • Capital Southwest made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1994 holding.
  • Janney Montgomery Scott first reported a position in Capital Southwest in Q1 2025 and has held it in 2 quarters since.
  • 189 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.