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MAI Capital Management’s Capital Southwest CSWC Stock Holding History

MAI Capital Management’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 		– Sell
-3,051
Closed -$67.5K – 2643
2026
Q1 		$67.5K Hold
3,051
– – ﹤0.01% 2055
2025
Q4 		$67.6K Sell
3,051
-473
-13% -$9.98K ﹤0.01% 1850
2025
Q3 		$77K Hold
3,524
– – ﹤0.01% 1694
2025
Q2 		$77.7K Buy
3,524
+865
+33% +$17.8K ﹤0.01% 1618
2025
Q1 		$59.3K Sell
2,659
-17
-0.6% -$384 ﹤0.01% 1659
2024
Q4 		$58.4K Buy
+2,676
New +$63K ﹤0.01% 1685

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

MAI Capital Management's CSWC Position: Q2 2026 in Review

MAI Capital Management sold out of Capital Southwest (CSWC) in Q2 2026, closing a stake of 3,051 shares — an estimated $67.5K sold.

MAI Capital Management first reported a position in CSWC in Q4 2024 and held it in 6 quarters. The position peaked at $77.7K in Q2 2025. 189 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • MAI Capital Management reported no remaining Capital Southwest position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 3,051 Capital Southwest shares in Q2 2026, an estimated $67.5K.
  • MAI Capital Management first reported a position in Capital Southwest in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Capital Southwest position peaked at $77.7K in Q2 2025.
  • 189 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.