NBT Bank
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
Q3 		$789 Hold
34
– – ﹤0.01% 549
2026
Q2 		$798 Buy
34
+1
+3% +$23 ﹤0.01% 1002
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

Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
EPIQ Partners
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
Womack Financial
Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

NBT Bank's CSWC Position: Q3 2026 in Review

NBT Bank held its Capital Southwest (CSWC) position steady in Q3 2026 at 34 shares worth $789. The position accounts for ﹤0.01% of the portfolio, ranked #549.

NBT Bank first reported a position in CSWC in Q4 2023 and has held it in 11 quarters since. The position peaked at $798 in Q2 2026. 36 funds tracked by Wall St. Rank hold CSWC as of Q3 2026.

  • NBT Bank held 34 shares of Capital Southwest worth $789 as of Q3 2026.
  • NBT Bank left its Capital Southwest share count unchanged in Q3 2026.
  • Capital Southwest made up ﹤0.01% of NBT Bank's portfolio in Q3 2026, its #549 holding.
  • NBT Bank first reported a position in Capital Southwest in Q4 2023 and has held it in 11 quarters since.
  • NBT Bank's Capital Southwest position peaked at $798 in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2026.

Based on NBT Bank's 13F filing for Q3 2026, filed 21 Oct 2026.