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Lindbrook Capital’s Capital Southwest CSWC Stock Holding History

Lindbrook Capital’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
Q1 		– Sell
-13
Closed -$284 – 2812
2024
Q4 		$284 Hold
13
– – ﹤0.01% 2693
2024
Q3 		$329 Hold
13
– – ﹤0.01% 2746
2024
Q2 		$339 Hold
13
– – ﹤0.01% 2676
2024
Q1 		$324 Buy
+13
New +$317 ﹤0.01% 2563
2023
Q4 		– Sell
-26
Closed -$595 – 2721
2023
Q3 		$595 Buy
+26
New +$563 ﹤0.01% 2504

Other funds holding CSWC

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Lindbrook Capital's CSWC Position: Q1 2025 in Review

Lindbrook Capital sold out of Capital Southwest (CSWC) in Q1 2025, closing a stake of 13 shares — an estimated $284 sold.

Lindbrook Capital first reported a position in CSWC in Q3 2023 and held it in 5 quarters. The position peaked at $595 in Q3 2023. 174 funds tracked by Wall St. Rank hold CSWC as of Q1 2025.

  • Lindbrook Capital reported no remaining Capital Southwest position as of Q1 2025 after selling out during the quarter.
  • Lindbrook Capital sold 13 Capital Southwest shares in Q1 2025, an estimated $284.
  • Lindbrook Capital first reported a position in Capital Southwest in Q3 2023 and held it in 5 quarters.
  • Lindbrook Capital's Capital Southwest position peaked at $595 in Q3 2023.
  • 174 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.