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Parallel Advisors’s Capital Southwest CSWC Stock Holding History

Parallel 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 		$99.5K Hold
4,185
– – ﹤0.01% 1719
2026
Q1 		$92.6K Hold
4,185
– – ﹤0.01% 1634
2025
Q4 		$92.7K Hold
4,185
– – ﹤0.01% 1508
2025
Q3 		$91.5K Hold
4,185
– – ﹤0.01% 1464
2025
Q2 		$92.2K Sell
4,185
-217
-5% -$4.47K ﹤0.01% 1397
2025
Q1 		$98.3K Sell
4,402
-212
-5% -$4.79K ﹤0.01% 1284
2024
Q4 		$101K Sell
4,614
-239
-5% -$5.63K ﹤0.01% 1264
2024
Q3 		$123K Sell
4,853
-129
-3% -$3.27K ﹤0.01% 1163
2024
Q2 		$130K Hold
4,982
– – ﹤0.01% 1055
2024
Q1 		$124K Buy
4,982
+129
+3% +$3.15K ﹤0.01% 1073
2023
Q4 		$115K Sell
4,853
-262
-5% -$5.84K ﹤0.01% 1055
2023
Q3 		$117K Buy
5,115
+300
+6% +$6.5K ﹤0.01% 1010
2023
Q2 		$95K Buy
4,815
+2,383
+98% +$43.9K ﹤0.01% 1098
2023
Q1 		$43.2K Buy
2,432
+346
+17% +$6.37K ﹤0.01% 1448
2022
Q4 		$35.7K Buy
+2,086
New +$37.3K ﹤0.01% 1436

Other funds holding CSWC

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
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parallel Advisors's CSWC Position: Q2 2026 in Review

Parallel Advisors held its Capital Southwest (CSWC) position steady in Q2 2026 at 4,185 shares worth $99.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

Parallel Advisors first reported a position in CSWC in Q4 2022 and has held it in 15 quarters since. The position peaked at $130K in Q2 2024. 88 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Parallel Advisors held 4,185 shares of Capital Southwest worth $99.5K as of Q2 2026.
  • Parallel Advisors left its Capital Southwest share count unchanged in Q2 2026.
  • Capital Southwest made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #1719 holding.
  • Parallel Advisors first reported a position in Capital Southwest in Q4 2022 and has held it in 15 quarters since.
  • Parallel Advisors's Capital Southwest position peaked at $130K in Q2 2024.
  • 88 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.