Newbridge Financial Services Group’s Capital Southwest CSWC Stock Holding History

Newbridge Financial Services Group’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	$23.1K	Hold	1,000	–	–	﹤0.01%	674
2026 Q2	$23.8K	Hold	1,000	–	–	﹤0.01%	668
2026 Q1	$22.1K	Hold	1,000	–	–	﹤0.01%	615
2025 Q4	$22.2K	Sell	1,000 -37,439	-97%	-$790K	﹤0.01%	616
2025 Q3	$840K	Buy	38,439 +35,263	+1,110%	+$803K	0.13%	130
2025 Q2	$70K	Buy	+3,176	New	+$65.4K	0.01%	442

Other funds holding CSWC

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

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 St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Newbridge Financial Services Group's CSWC Position: Q3 2026 in Review

Newbridge Financial Services Group held its Capital Southwest (CSWC) position steady in Q3 2026 at 1,000 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Newbridge Financial Services Group first reported a position in CSWC in Q2 2025 and has held it in 6 quarters since. The position peaked at $840K in Q3 2025. 36 funds tracked by Wall St. Rank hold CSWC as of Q3 2026.

Newbridge Financial Services Group held 1,000 shares of Capital Southwest worth $23.1K as of Q3 2026.
Newbridge Financial Services Group left its Capital Southwest share count unchanged in Q3 2026.
Capital Southwest made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #674 holding.
Newbridge Financial Services Group first reported a position in Capital Southwest in Q2 2025 and has held it in 6 quarters since.
Newbridge Financial Services Group's Capital Southwest position peaked at $840K in Q3 2025.
36 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.