Mercer Global Advisors
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Mercer Global Advisors’s Capital Southwest CSWC Stock Holding History

Mercer Global Advisors’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 		$102K Buy
+4,308
New +$101K ﹤0.01% 3823

Other funds holding CSWC

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mercer Global Advisors's CSWC Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Capital Southwest (CSWC) in Q2 2026: 4,308 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #3823 among its holdings.

179 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Mercer Global Advisors held 4,308 shares of Capital Southwest worth $102K as of Q2 2026.
  • Capital Southwest was a new Mercer Global Advisors position in Q2 2026.
  • Capital Southwest made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3823 holding.
  • 179 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.