Jones Financial Companies
CSWC icon

Jones Financial Companies’s Capital Southwest CSWC Stock Holding History

Jones Financial Companies’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 		$27.9K Buy
1,206
+50
+4% +$1.17K ﹤0.01% 3360
2026
Q1 		$24.8K Buy
1,156
+352
+44% +$7.97K ﹤0.01% 3211
2025
Q4 		$17.8K Buy
+804
New +$17K ﹤0.01% 2986
2025
Q1 		– Sell
-325
Closed -$7.09K – 3743
2024
Q4 		$7.09K Buy
+325
New +$7.65K ﹤0.01% 2652

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

Jones Financial Companies's CSWC Position: Q2 2026 in Review

Jones Financial Companies increased its Capital Southwest (CSWC) stake by 4.3% in Q2 2026, buying an estimated $1.17K and bringing the position to 1,206 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3360.

Jones Financial Companies first reported a position in CSWC in Q4 2024 and has held it in 4 quarters since. 189 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Jones Financial Companies held 1,206 shares of Capital Southwest worth $27.9K as of Q2 2026.
  • Jones Financial Companies bought 50 Capital Southwest shares in Q2 2026, an estimated $1.17K.
  • Capital Southwest made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3360 holding.
  • Jones Financial Companies first reported a position in Capital Southwest in Q4 2024 and has held it in 4 quarters since.
  • 189 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.