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
2025
Q4 		– Sell
-12,890
Closed -$282K – 1998
2025
Q3 		$282K Sell
12,890
-27,689
-68% -$630K ﹤0.01% 1501
2025
Q2 		$894K Buy
+40,579
New +$835K 0.01% 1016
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 $133B AUM 72.99% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jump Financial's CSWC Position: Q4 2025 in Review

Jump Financial sold out of Capital Southwest (CSWC) in Q4 2025, closing a stake of 12,890 shares — an estimated $282K sold.

Jump Financial first reported a position in CSWC in Q2 2021 and held it in 12 quarters. The position peaked at $1.27M in Q1 2024. 162 funds tracked by Wall St. Rank hold CSWC as of Q4 2025.

  • Jump Financial reported no remaining Capital Southwest position as of Q4 2025 after selling out during the quarter.
  • Jump Financial sold 12,890 Capital Southwest shares in Q4 2025, an estimated $282K.
  • Jump Financial first reported a position in Capital Southwest in Q2 2021 and held it in 12 quarters.
  • Jump Financial's Capital Southwest position peaked at $1.27M in Q1 2024.
  • 162 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2025.

Based on Jump Financial's 13F filing for Q4 2025, filed 17 Feb 2026.