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Legacy Capital Wealth Partners’s Capital Southwest CSWC Stock Holding History

Legacy Capital Wealth Partners’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 		$1.57M Buy
71,174
+4,956
+7% +$112K 0.32% 59
2025
Q4 		$1.47M Buy
66,218
+7,579
+13% +$160K 0.31% 59
2025
Q3 		$1.28M Sell
58,639
-385
-0.7% -$8.76K 0.28% 70
2025
Q2 		$1.3M Sell
59,024
-1,214
-2% -$25K 0.3% 68
2025
Q1 		$1.34M Sell
60,238
-2,064
-3% -$46.6K 0.33% 60
2024
Q4 		$1.36M Sell
62,302
-2,862
-4% -$67.4K 0.34% 59
2024
Q3 		$1.65M Sell
65,164
-2,855
-4% -$72.3K 0.33% 59
2024
Q2 		$1.77M Buy
+68,019
New +$1.75M 0.45% 37
2024
Q1 		– Sell
-68,284
Closed -$1.62M – 165
2023
Q4 		$1.62M Sell
68,284
-5,693
-8% -$127K 0.46% 44
2023
Q3 		$1.69M Buy
+73,977
New +$1.6M 0.46% 41
2023
Q2 		– Sell
-67,130
Closed -$1.19M – 84
2023
Q1 		$1.19M Buy
67,130
+4,764
+8% +$87.7K 0.33% 61
2022
Q4 		$1.07M Buy
62,366
+9,469
+18% +$169K 0.51% 38
2022
Q3 		$896K Buy
52,897
+2,086
+4% +$40.2K 0.48% 38
2022
Q2 		$936K Buy
50,811
+912
+2% +$20.1K 0.47% 39
2022
Q1 		$1.18M Buy
49,899
+119
+0.2% +$2.92K 0.51% 36
2021
Q4 		$1.26M Buy
49,780
+1,727
+4% +$46.1K 0.52% 31
2021
Q3 		$2.64M Buy
+48,053
New +$1.25M 1.03% 24
2021
Q2 		– Sell
-54,138
Closed -$1.2M – 33
2021
Q1 		$1.2M Buy
54,138
+94
+0.2% +$1.92K 0.5% 29
2020
Q4 		$959K Buy
+54,044
New +$850K 0.41% 36

Other funds holding CSWC

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
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

Legacy Capital Wealth Partners's CSWC Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its Capital Southwest (CSWC) stake by 7.5% in Q1 2026, buying an estimated $112K and bringing the position to 71,174 shares worth $1.57M. The position accounts for 0.32% of the portfolio, ranked #59.

Legacy Capital Wealth Partners first reported a position in CSWC in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.64M in Q3 2021. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Legacy Capital Wealth Partners held 71,174 shares of Capital Southwest worth $1.57M as of Q1 2026.
  • Legacy Capital Wealth Partners bought 4,956 Capital Southwest shares in Q1 2026, an estimated $112K.
  • Capital Southwest made up 0.32% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #59 holding.
  • Legacy Capital Wealth Partners first reported a position in Capital Southwest in Q4 2020 and has held it in 19 quarters since.
  • Legacy Capital Wealth Partners's Capital Southwest position peaked at $2.64M in Q3 2021.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.