Legal & General Group
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Legal & General Group’s Capital Southwest CSWC Stock Holding History

Legal & General 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 		$11.9M Buy
499,715
+56,577
+13% +$1.32M ﹤0.01% 1091
2026
Q1 		$9.8M Buy
443,138
+53,558
+14% +$1.21M ﹤0.01% 1130
2025
Q4 		$8.64M Buy
389,580
+57,679
+17% +$1.22M ﹤0.01% 1250
2025
Q3 		$7.25M Sell
331,901
-845
-0.3% -$19.2K ﹤0.01% 1374
2025
Q2 		$7.33M Buy
332,746
+14,573
+5% +$300K ﹤0.01% 1363
2025
Q1 		$7.1M Buy
318,173
+7,888
+3% +$178K ﹤0.01% 1339
2024
Q4 		$6.77M Sell
310,285
-22,138
-7% -$521K ﹤0.01% 1408
2024
Q3 		$8.41M Sell
332,423
-5,824
-2% -$148K ﹤0.01% 1276
2024
Q2 		$8.83M Buy
338,247
+9,239
+3% +$237K ﹤0.01% 1192
2024
Q1 		$8.21M Buy
329,008
+20,021
+6% +$488K ﹤0.01% 1250
2023
Q4 		$7.33M Buy
308,987
+32,832
+12% +$732K ﹤0.01% 1314
2023
Q3 		$6.33M Buy
276,155
+22,547
+9% +$488K ﹤0.01% 1309
2023
Q2 		$5M Buy
253,608
+33,969
+15% +$626K ﹤0.01% 1460
2023
Q1 		$3.91M Buy
219,639
+37,839
+21% +$696K ﹤0.01% 1548
2022
Q4 		$3.11M Buy
181,800
+18,945
+12% +$339K ﹤0.01% 1669
2022
Q3 		$2.76M Buy
162,855
+22,581
+16% +$435K ﹤0.01% 1688
2022
Q2 		$2.58M Buy
140,274
+12,273
+10% +$270K ﹤0.01% 1749
2022
Q1 		$3.04M Buy
128,001
+4,498
+4% +$110K ﹤0.01% 1792
2021
Q4 		$3.12M Hold
123,503
– – ﹤0.01% 1827
2021
Q3 		$3.11M Sell
123,503
-10,278
-8% -$268K ﹤0.01% 1795
2021
Q2 		$3.11M Buy
133,781
+5,028
+4% +$125K ﹤0.01% 1768
2021
Q1 		$2.86M Buy
128,753
+1,373
+1% +$28K ﹤0.01% 1823
2020
Q4 		$2.26M Hold
127,380
– – ﹤0.01% 1840
2020
Q3 		$1.79M Buy
127,380
+13,437
+12% +$189K ﹤0.01% 1807
2020
Q2 		$1.54M Buy
113,943
+14,433
+15% +$186K ﹤0.01% 1835
2020
Q1 		$1.14M Buy
99,510
+2,876
+3% +$52K ﹤0.01% 1812
2019
Q4 		$2.01M Buy
96,634
+7,247
+8% +$157K ﹤0.01% 1802
2019
Q3 		$1.95M Hold
89,387
– – ﹤0.01% 1729
2019
Q2 		$1.88M Buy
+89,387
New +$1.94M ﹤0.01% 1717

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Legal & General Group's CSWC Position: Q2 2026 in Review

Legal & General Group increased its Capital Southwest (CSWC) stake by 13% in Q2 2026, buying an estimated $1.32M and bringing the position to 499,715 shares worth $11.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Legal & General Group first reported a position in CSWC in Q2 2019 and has held it in 29 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Legal & General Group held 499,715 shares of Capital Southwest worth $11.9M as of Q2 2026.
  • Legal & General Group bought 56,577 Capital Southwest shares in Q2 2026, an estimated $1.32M.
  • Capital Southwest made up ﹤0.01% of Legal & General Group's portfolio in Q2 2026, its #1091 holding.
  • Legal & General Group first reported a position in Capital Southwest in Q2 2019 and has held it in 29 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.