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Larson Financial Group’s Capital Southwest CSWC Stock Holding History

Larson Financial Group’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 		$23.8K Hold
1,000
– – ﹤0.01% 1916
2026
Q1 		$22.1K Hold
1,000
– – ﹤0.01% 1789
2025
Q4 		$22.1K Hold
1,000
– – ﹤0.01% 1660
2025
Q3 		$21.9K Hold
1,000
– – ﹤0.01% 1597
2025
Q2 		$22K Hold
1,000
– – ﹤0.01% 1446
2025
Q1 		$22.3K Hold
1,000
– – ﹤0.01% 1315
2024
Q4 		$21.8K Hold
1,000
– – ﹤0.01% 1182
2024
Q3 		$25.3K Hold
1,000
– – ﹤0.01% 1120
2024
Q2 		$26.1K Sell
1,000
-1,017
-50% -$26.1K ﹤0.01% 981
2024
Q1 		$50.3K Buy
2,017
+1,017
+102% +$24.8K ﹤0.01% 688
2023
Q4 		$23.7K Buy
+1,000
New +$22.3K ﹤0.01% 811

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

Larson Financial Group's CSWC Position: Q2 2026 in Review

Larson Financial Group held its Capital Southwest (CSWC) position steady in Q2 2026 at 1,000 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

Larson Financial Group first reported a position in CSWC in Q4 2023 and has held it in 11 quarters since. The position peaked at $50.3K in Q1 2024. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Larson Financial Group held 1,000 shares of Capital Southwest worth $23.8K as of Q2 2026.
  • Larson Financial Group left its Capital Southwest share count unchanged in Q2 2026.
  • Capital Southwest made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1916 holding.
  • Larson Financial Group first reported a position in Capital Southwest in Q4 2023 and has held it in 11 quarters since.
  • Larson Financial Group's Capital Southwest position peaked at $50.3K in Q1 2024.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

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