NW
CSWC icon

Naviter Wealth’s Capital Southwest CSWC Stock Holding History

Naviter Wealth’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
Q1 		$2.76M Buy
124,570
+25,325
+26% +$573K 0.34% 68
2025
Q4 		$2.2M Sell
99,245
-3,512
-3% -$74.1K 0.29% 83
2025
Q3 		$2.25M Buy
102,757
+2,652
+3% +$60.4K 0.26% 96
2025
Q2 		$2.21M Buy
100,105
+18,352
+22% +$378K 0.27% 101
2025
Q1 		$1.88M Sell
81,753
-1,778
-2% -$40.1K 0.23% 122
2024
Q4 		$1.82M Buy
+83,531
New +$1.97M 0.22% 125

Other funds holding CSWC

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Naviter Wealth's CSWC Position: Q1 2026 in Review

Naviter Wealth increased its Capital Southwest (CSWC) stake by 26% in Q1 2026, buying an estimated $573K and bringing the position to 124,570 shares worth $2.76M. The position accounts for 0.34% of the portfolio, ranked #68.

Naviter Wealth first reported a position in CSWC in Q4 2024 and has held it in 6 quarters since. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Naviter Wealth held 124,570 shares of Capital Southwest worth $2.76M as of Q1 2026.
  • Naviter Wealth bought 25,325 Capital Southwest shares in Q1 2026, an estimated $573K.
  • Capital Southwest made up 0.34% of Naviter Wealth's portfolio in Q1 2026, its #68 holding.
  • Naviter Wealth first reported a position in Capital Southwest in Q4 2024 and has held it in 6 quarters since.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.