Nisa Investment Advisors
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Nisa Investment Advisors’s Capital Southwest CSWC Stock Holding History

Nisa Investment 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 		$6.92K Hold
291
– – ﹤0.01% 2557
2026
Q1 		$6.44K Hold
291
– – ﹤0.01% 2390
2025
Q4 		$6.45K Sell
291
-209
-42% -$4.41K ﹤0.01% 2386
2025
Q3 		$10.9K Sell
500
-3,000
-86% -$68.3K ﹤0.01% 2242
2025
Q2 		$77.1K Buy
3,500
+3,000
+600% +$61.8K ﹤0.01% 1479
2025
Q1 		$11.2K Sell
500
-2,200
-81% -$49.7K ﹤0.01% 2072
2024
Q4 		$58.9K Sell
2,700
-1,500
-36% -$35.3K ﹤0.01% 1640
2024
Q3 		$106K Buy
+4,200
New +$106K ﹤0.01% 1429
2021
Q2 		– Sell
-12,200
Closed -$270K – 2334
2021
Q1 		$270K Buy
12,200
+9,700
+388% +$198K ﹤0.01% 1381
2020
Q4 		$44K Buy
+2,500
New +$39.3K ﹤0.01% 2006
2020
Q1 		– Sell
-4,600
Closed -$96K – 2081
2019
Q4 		$96K Buy
+4,600
New +$99.5K ﹤0.01% 1442

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

Nisa Investment Advisors's CSWC Position: Q2 2026 in Review

Nisa Investment Advisors held its Capital Southwest (CSWC) position steady in Q2 2026 at 291 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2557.

Nisa Investment Advisors first reported a position in CSWC in Q4 2019 and has held it in 11 quarters since. The position peaked at $270K in Q1 2021. 189 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Nisa Investment Advisors held 291 shares of Capital Southwest worth $6.92K as of Q2 2026.
  • Nisa Investment Advisors left its Capital Southwest share count unchanged in Q2 2026.
  • Capital Southwest made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2557 holding.
  • Nisa Investment Advisors first reported a position in Capital Southwest in Q4 2019 and has held it in 11 quarters since.
  • Nisa Investment Advisors's Capital Southwest position peaked at $270K in Q1 2021.
  • 189 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.