Mackenzie Financial’s Capital Southwest CSWC Stock Holding History

Mackenzie Financial’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	$250K	Buy	+10,520	New	+$246K	﹤0.01%	1447
2022 Q1	–	Sell	-65,299	Closed	-$1.65M	–	1430
2021 Q4	$1.65M	Buy	65,299 +124	+0.2%	+$3.31K	﹤0.01%	801
2021 Q3	$1.64M	Buy	65,175 +16,690	+34%	+$435K	﹤0.01%	791
2021 Q2	$1.13M	Buy	48,485 +26,018	+116%	+$645K	﹤0.01%	841
2021 Q1	$498K	Buy	+22,467	New	+$459K	﹤0.01%	917
2017 Q4	–	Sell	-42,739	Closed	-$732K	–	825
2017 Q3	$732K	Hold	42,739	–	–	﹤0.01%	473
2017 Q2	$687K	Buy	42,739 +7,282	+21%	+$118K	﹤0.01%	482
2017 Q1	$600K	Buy	35,457 +11,057	+45%	+$181K	﹤0.01%	506
2016 Q4	$394K	Buy	+24,400	New	+$363K	﹤0.01%	533

Other funds holding CSWC

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Mackenzie Financial's CSWC Position: Q2 2026 in Review

Mackenzie Financial opened a new position in Capital Southwest (CSWC) in Q2 2026: 10,520 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #1447 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in CSWC as recently as Q4 2021.

Mackenzie Financial first reported a position in CSWC in Q4 2016 and has held it in 9 quarters since. The position peaked at $1.65M in Q4 2021. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

Mackenzie Financial held 10,520 shares of Capital Southwest worth $250K as of Q2 2026.
Capital Southwest was a new Mackenzie Financial position in Q2 2026.
Capital Southwest made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1447 holding.
Mackenzie Financial first reported a position in Capital Southwest in Q4 2016 and has held it in 9 quarters since.
Mackenzie Financial's Capital Southwest position peaked at $1.65M in Q4 2021.
190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.