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CSWC icon

NBT Bank’s Capital Southwest CSWC Stock Holding History

NBT Bank’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 		$725 Buy
33
+11
+50% +$249 ﹤0.01% 992
2025
Q4 		$707 Hold
22
– – ﹤0.01% 795
2025
Q3 		$679 Sell
22
-8
-27% -$182 ﹤0.01% 790
2025
Q2 		$668 Hold
30
– – ﹤0.01% 769
2025
Q1 		$659 Buy
+30
New +$677 ﹤0.01% 778
2024
Q4 		– Sell
-28
Closed -$709 – 812
2024
Q3 		$709 Buy
28
+1
+4% +$25 ﹤0.01% 797
2024
Q2 		$715 Hold
27
– – ﹤0.01% 562
2024
Q1 		$670 Buy
27
+1
+4% +$24 ﹤0.01% 568
2023
Q4 		$607 Buy
+26
New +$580 ﹤0.01% 572

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

NBT Bank's CSWC Position: Q1 2026 in Review

NBT Bank increased its Capital Southwest (CSWC) stake by 50% in Q1 2026, buying an estimated $249 and bringing the position to 33 shares worth $725. The position accounts for ﹤0.01% of the portfolio, ranked #992.

NBT Bank first reported a position in CSWC in Q4 2023 and has held it in 9 quarters since. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • NBT Bank held 33 shares of Capital Southwest worth $725 as of Q1 2026.
  • NBT Bank bought 11 Capital Southwest shares in Q1 2026, an estimated $249.
  • Capital Southwest made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #992 holding.
  • NBT Bank first reported a position in Capital Southwest in Q4 2023 and has held it in 9 quarters since.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.