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 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	-$270	–	2334
2021 Q1	$270	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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Nisa Investment Advisors's CSWC Position: Q1 2026 in Review

Nisa Investment Advisors held its Capital Southwest (CSWC) position steady in Q1 2026 at 291 shares worth $6.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2390.

Nisa Investment Advisors first reported a position in CSWC in Q4 2019 and has held it in 10 quarters since. The position peaked at $106K in Q3 2024. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

Nisa Investment Advisors held 291 shares of Capital Southwest worth $6.44K as of Q1 2026.
Nisa Investment Advisors left its Capital Southwest share count unchanged in Q1 2026.
Capital Southwest made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #2390 holding.
Nisa Investment Advisors first reported a position in Capital Southwest in Q4 2019 and has held it in 10 quarters since.
Nisa Investment Advisors's Capital Southwest position peaked at $106K in Q3 2024.
168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.