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PFG Investments’s Capital Southwest CSWC Stock Holding History

PFG Investments’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
2025
Q2 		– Sell
-9,264
Closed -$207K – 1067
2025
Q1 		$207K Buy
+9,264
New +$209K 0.01% 865
2024
Q3 		– Sell
-8,138
Closed -$212K – 1027
2024
Q2 		$212K Buy
8,138
+60
+0.7% +$1.54K 0.02% 797
2024
Q1 		$202K Buy
+8,078
New +$197K 0.01% 911

Other funds holding CSWC

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

PFG Investments's CSWC Position: Q2 2025 in Review

PFG Investments sold out of Capital Southwest (CSWC) in Q2 2025, closing a stake of 9,264 shares — an estimated $207K sold.

PFG Investments first reported a position in CSWC in Q1 2024 and held it in 3 quarters. The position peaked at $212K in Q2 2024. 177 funds tracked by Wall St. Rank hold CSWC as of Q2 2025.

  • PFG Investments reported no remaining Capital Southwest position as of Q2 2025 after selling out during the quarter.
  • PFG Investments sold 9,264 Capital Southwest shares in Q2 2025, an estimated $207K.
  • PFG Investments first reported a position in Capital Southwest in Q1 2024 and held it in 3 quarters.
  • PFG Investments's Capital Southwest position peaked at $212K in Q2 2024.
  • 177 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2025.

Based on PFG Investments's 13F filing for Q2 2025, filed 18 Jul 2025.