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 Q2	–	Sell	-2	Closed	-$45	–	68
2026 Q1	$45	Buy	+2	New	+$45	﹤0.01%	115

Other funds holding CSWC

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

PMV Capital Advisers's CSWC Position: Q2 2026 in Review

PMV Capital Advisers sold out of Capital Southwest (CSWC) in Q2 2026, closing a stake of 2 shares — an estimated $45 sold.

PMV Capital Advisers first reported a position in CSWC in Q1 2026 and held it in 1 quarter. The position peaked at $45 in Q1 2026. 189 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

PMV Capital Advisers reported no remaining Capital Southwest position as of Q2 2026 after selling out during the quarter.
PMV Capital Advisers sold 2 Capital Southwest shares in Q2 2026, an estimated $45.
PMV Capital Advisers first reported a position in Capital Southwest in Q1 2026 and held it in 1 quarter.
PMV Capital Advisers's Capital Southwest position peaked at $45 in Q1 2026.
189 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on PMV Capital Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.