NW
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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
Q2 		$3.99M Buy
167,732
+43,162
+35% +$1.01M 0.36% 63
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

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

Naviter Wealth's CSWC Position: Q2 2026 in Review

Naviter Wealth increased its Capital Southwest (CSWC) stake by 35% in Q2 2026, buying an estimated $1.01M and bringing the position to 167,732 shares worth $3.99M. The position accounts for 0.36% of the portfolio, ranked #63.

Naviter Wealth first reported a position in CSWC in Q4 2024 and has held it in 7 quarters since. 189 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Naviter Wealth held 167,732 shares of Capital Southwest worth $3.99M as of Q2 2026.
  • Naviter Wealth bought 43,162 Capital Southwest shares in Q2 2026, an estimated $1.01M.
  • Capital Southwest made up 0.36% of Naviter Wealth's portfolio in Q2 2026, its #63 holding.
  • Naviter Wealth first reported a position in Capital Southwest in Q4 2024 and has held it in 7 quarters since.
  • 189 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.