Point72 Asset Management
CSWC icon

Point72 Asset Management’s Capital Southwest CSWC Stock Holding History

Point72 Asset Management’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 		– Sell
-13,784
Closed -$305K – 3894
2025
Q4 		$305K Sell
13,784
-56,116
-80% -$1.18M ﹤0.01% 3463
2025
Q3 		$1.53M Sell
69,900
-8,908
-11% -$203K ﹤0.01% 1549
2025
Q2 		$1.74M Buy
+78,808
New +$1.62M ﹤0.01% 1367

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SMH
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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

Point72 Asset Management's CSWC Position: Q1 2026 in Review

Point72 Asset Management sold out of Capital Southwest (CSWC) in Q1 2026, closing a stake of 13,784 shares — an estimated $305K sold.

Point72 Asset Management first reported a position in CSWC in Q2 2025 and held it in 3 quarters. The position peaked at $1.74M in Q2 2025. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Point72 Asset Management reported no remaining Capital Southwest position as of Q1 2026 after selling out during the quarter.
  • Point72 Asset Management sold 13,784 Capital Southwest shares in Q1 2026, an estimated $305K.
  • Point72 Asset Management first reported a position in Capital Southwest in Q2 2025 and held it in 3 quarters.
  • Point72 Asset Management's Capital Southwest position peaked at $1.74M in Q2 2025.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.