KCM
CSWC icon

Key Capital Management’s Capital Southwest CSWC Stock Holding History

Key Capital Management’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 		$17.3K Sell
726
-56
-7% -$1.31K 0.01% 273
2026
Q1 		$17.3K Buy
782
+268
+52% +$6.07K 0.01% 250
2025
Q4 		$11.4K Buy
+514
New +$10.8K 0.01% 263

Other funds holding CSWC

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
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Key Capital Management's CSWC Position: Q2 2026 in Review

Key Capital Management reduced its Capital Southwest (CSWC) stake by 7.2% in Q2 2026, selling an estimated $1.31K and leaving 726 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #273.

Key Capital Management first reported a position in CSWC in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.3K in Q1 2026. 82 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Key Capital Management held 726 shares of Capital Southwest worth $17.3K as of Q2 2026.
  • Key Capital Management sold 56 Capital Southwest shares in Q2 2026, an estimated $1.31K.
  • Capital Southwest made up 0.01% of Key Capital Management's portfolio in Q2 2026, its #273 holding.
  • Key Capital Management first reported a position in Capital Southwest in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's Capital Southwest position peaked at $17.3K in Q1 2026.
  • 82 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.