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CSWC icon

&Partners’s Capital Southwest CSWC Stock Holding History

&Partners’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 		$438K Buy
+18,428
New +$431K ﹤0.01% 1917

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

&Partners's CSWC Position: Q2 2026 in Review

&Partners opened a new position in Capital Southwest (CSWC) in Q2 2026: 18,428 shares worth $438K. The stake represents ﹤0.01% of the portfolio and ranks #1917 among its holdings.

190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • &Partners held 18,428 shares of Capital Southwest worth $438K as of Q2 2026.
  • Capital Southwest was a new &Partners position in Q2 2026.
  • Capital Southwest made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1917 holding.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.