PCA
CSWC icon

PMV Capital Advisers’s Capital Southwest CSWC Stock Holding History

PMV Capital Advisers’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 		$45 Buy
+2
New +$45 ﹤0.01% 115

Other funds holding CSWC

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VanEck Associates
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

PMV Capital Advisers's CSWC Position: Q1 2026 in Review

PMV Capital Advisers opened a new position in Capital Southwest (CSWC) in Q1 2026: 2 shares worth $45. The stake represents ﹤0.01% of the portfolio and ranks #115 among its holdings.

168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • PMV Capital Advisers held 2 shares of Capital Southwest worth $45 as of Q1 2026.
  • Capital Southwest was a new PMV Capital Advisers position in Q1 2026.
  • Capital Southwest made up ﹤0.01% of PMV Capital Advisers's portfolio in Q1 2026, its #115 holding.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on PMV Capital Advisers's 13F filing for Q1 2026, filed 16 Apr 2026.