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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
Q1 		$22.1K Hold
1,000
– – ﹤0.01% 615
2025
Q4 		$22.1K 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

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 $2.23B AUM 11.22% 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

Newbridge Financial Services Group's CSWC Position: Q1 2026 in Review

Newbridge Financial Services Group held its Capital Southwest (CSWC) position steady in Q1 2026 at 1,000 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Newbridge Financial Services Group first reported a position in CSWC in Q2 2025 and has held it in 4 quarters since. The position peaked at $840K in Q3 2025. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Newbridge Financial Services Group held 1,000 shares of Capital Southwest worth $22.1K as of Q1 2026.
  • Newbridge Financial Services Group left its Capital Southwest share count unchanged in Q1 2026.
  • Capital Southwest made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #615 holding.
  • Newbridge Financial Services Group first reported a position in Capital Southwest in Q2 2025 and has held it in 4 quarters since.
  • Newbridge Financial Services Group's Capital Southwest position peaked at $840K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.