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
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

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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Jones Financial Companies's CSWC Position: Q1 2026 in Review

Jones Financial Companies increased its Capital Southwest (CSWC) stake by 44% in Q1 2026, buying an estimated $7.97K and bringing the position to 1,156 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3211.

Jones Financial Companies first reported a position in CSWC in Q4 2024 and has held it in 3 quarters since. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Jones Financial Companies held 1,156 shares of Capital Southwest worth $24.8K as of Q1 2026.
  • Jones Financial Companies bought 352 Capital Southwest shares in Q1 2026, an estimated $7.97K.
  • Capital Southwest made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3211 holding.
  • Jones Financial Companies first reported a position in Capital Southwest in Q4 2024 and has held it in 3 quarters since.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.