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Mutual Advisors’s Capital Southwest CSWC Stock Holding History

Mutual 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
2025
Q3 		– Sell
-9,244
Closed -$216K – 1294
2025
Q2 		$216K Sell
9,244
-8,135
-47% -$167K 0.01% 1105
2025
Q1 		$352K Buy
+17,379
New +$392K 0.01% 850
2024
Q1 		– Sell
-8,471
Closed -$201K – 1086
2023
Q4 		$201K Buy
+8,471
New +$189K 0.01% 967

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return

Mutual Advisors's CSWC Position: Q3 2025 in Review

Mutual Advisors sold out of Capital Southwest (CSWC) in Q3 2025, closing a stake of 9,244 shares — an estimated $216K sold.

Mutual Advisors first reported a position in CSWC in Q4 2023 and held it in 3 quarters. The position peaked at $352K in Q1 2025. 164 funds tracked by Wall St. Rank hold CSWC as of Q3 2025.

  • Mutual Advisors reported no remaining Capital Southwest position as of Q3 2025 after selling out during the quarter.
  • Mutual Advisors sold 9,244 Capital Southwest shares in Q3 2025, an estimated $216K.
  • Mutual Advisors first reported a position in Capital Southwest in Q4 2023 and held it in 3 quarters.
  • Mutual Advisors's Capital Southwest position peaked at $352K in Q1 2025.
  • 164 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2025.

Based on Mutual Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.