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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
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

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

NBT Bank's CSWC Position: Q2 2026 in Review

NBT Bank increased its Capital Southwest (CSWC) stake by 3% in Q2 2026, buying an estimated $23 and bringing the position to 34 shares worth $798. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

NBT Bank first reported a position in CSWC in Q4 2023 and has held it in 10 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • NBT Bank held 34 shares of Capital Southwest worth $798 as of Q2 2026.
  • NBT Bank bought 1 Capital Southwest share in Q2 2026, an estimated $23.
  • Capital Southwest made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #1002 holding.
  • NBT Bank first reported a position in Capital Southwest in Q4 2023 and has held it in 10 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.