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CSWC icon

NewEdge Advisors’s Capital Southwest CSWC Stock Holding History

NewEdge Advisors’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 		$22.7K Buy
+955
New +$22.3K ﹤0.01% 3324
2025
Q3 		– Sell
-639
Closed -$14.1K – 4128
2025
Q2 		$14.1K Sell
639
-17,519
-96% -$361K ﹤0.01% 3079
2025
Q1 		$405K Sell
18,158
-971
-5% -$21.9K ﹤0.01% 1707
2024
Q4 		$417K Buy
+19,129
New +$450K ﹤0.01% 1665
2024
Q1 		– Sell
-800
Closed -$19K – 3851
2023
Q4 		$19K Hold
800
– – ﹤0.01% 2583
2023
Q3 		$18.3K Hold
800
– – ﹤0.01% 2401
2023
Q2 		$15.8K Hold
800
– – ﹤0.01% 2454
2023
Q1 		$14.2K Hold
800
– – ﹤0.01% 2456
2022
Q4 		$14 Buy
+800
New +$14.3K ﹤0.01% 3655

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

NewEdge Advisors's CSWC Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Capital Southwest (CSWC) in Q2 2026: 955 shares worth $22.7K. The stake represents ﹤0.01% of the portfolio and ranks #3324 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in CSWC as recently as Q2 2025.

NewEdge Advisors first reported a position in CSWC in Q4 2022 and has held it in 9 quarters since. The position peaked at $417K in Q4 2024. 189 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • NewEdge Advisors held 955 shares of Capital Southwest worth $22.7K as of Q2 2026.
  • Capital Southwest was a new NewEdge Advisors position in Q2 2026.
  • Capital Southwest made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3324 holding.
  • NewEdge Advisors first reported a position in Capital Southwest in Q4 2022 and has held it in 9 quarters since.
  • NewEdge Advisors's Capital Southwest position peaked at $417K in Q4 2024.
  • 189 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.