JF
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Jump Financial’s Capital Southwest CSWC Stock Holding History

Jump Financial’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 		$628K Buy
+26,405
New +$618K 0.01% 1386
2025
Q4 		– Sell
-12,890
Closed -$282K – 2001
2025
Q3 		$282K Sell
12,890
-27,689
-68% -$630K ﹤0.01% 1519
2025
Q2 		$894K Buy
+40,579
New +$835K 0.01% 1018
2024
Q4 		– Sell
-9,402
Closed -$238K – 1713
2024
Q3 		$238K Sell
9,402
-31,962
-77% -$810K ﹤0.01% 1402
2024
Q2 		$1.08M Sell
41,364
-9,599
-19% -$246K 0.02% 781
2024
Q1 		$1.27M Buy
50,963
+1,263
+3% +$30.8K 0.03% 663
2023
Q4 		$1.18M Buy
+49,700
New +$1.11M 0.04% 628
2023
Q3 		– Sell
-15,000
Closed -$296K – 1911
2023
Q2 		$296K Buy
+15,000
New +$276K 0.01% 1314
2022
Q4 		– Sell
-24,400
Closed -$413K – 1647
2022
Q3 		$413K Hold
24,400
– – 0.02% 976
2022
Q2 		$449K Buy
24,400
+8,100
+50% +$178K 0.02% 902
2022
Q1 		$387K Sell
16,300
-3,900
-19% -$95.6K 0.02% 936
2021
Q4 		$511K Buy
+20,200
New +$540K 0.03% 643
2021
Q3 		– Sell
-8,700
Closed -$202K – 1163
2021
Q2 		$202K Buy
+8,700
New +$216K 0.02% 868

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

Jump Financial's CSWC Position: Q2 2026 in Review

Jump Financial opened a new position in Capital Southwest (CSWC) in Q2 2026: 26,405 shares worth $628K. The stake represents 0.01% of the portfolio and ranks #1386 among its holdings. This is a return to the name: Jump Financial previously reported a position in CSWC as recently as Q3 2025.

Jump Financial first reported a position in CSWC in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.27M in Q1 2024. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Jump Financial held 26,405 shares of Capital Southwest worth $628K as of Q2 2026.
  • Capital Southwest was a new Jump Financial position in Q2 2026.
  • Capital Southwest made up 0.01% of Jump Financial's portfolio in Q2 2026, its #1386 holding.
  • Jump Financial first reported a position in Capital Southwest in Q2 2021 and has held it in 13 quarters since.
  • Jump Financial's Capital Southwest position peaked at $1.27M in Q1 2024.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.