QT
CSWC icon

Quantbot Technologies’s Capital Southwest CSWC Stock Holding History

Quantbot Technologies’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 		$1.03M Buy
43,455
+27,722
+176% +$649K 0.04% 616
2026
Q1 		$348K Sell
15,733
-3,545
-18% -$80.2K 0.01% 996
2025
Q4 		$427K Sell
19,278
-44,038
-70% -$930K 0.01% 997
2025
Q3 		$1.38M Sell
63,316
-12,230
-16% -$278K 0.04% 663
2025
Q2 		$1.67M Buy
75,546
+13,993
+23% +$288K 0.04% 593
2025
Q1 		$1.37M Buy
61,553
+24,922
+68% +$563K 0.04% 576
2024
Q4 		$799K Buy
36,631
+24,006
+190% +$565K 0.03% 708
2024
Q3 		$319K Sell
12,625
-18,255
-59% -$462K 0.01% 942
2024
Q2 		$806K Buy
30,880
+13,790
+81% +$354K 0.04% 601
2024
Q1 		$427K Sell
17,090
-9,242
-35% -$225K 0.02% 795
2023
Q4 		$624K Buy
26,332
+3,677
+16% +$82K 0.04% 651
2023
Q3 		$519K Buy
22,655
+6,296
+38% +$136K 0.03% 626
2023
Q2 		$323K Buy
+16,359
New +$301K 0.02% 809
2023
Q1 		– Sell
-17,135
Closed -$293K – 1638
2022
Q4 		$293K Buy
17,135
+17,035
+17,035% +$305K 0.02% 764
2022
Q3 		$1K Sell
100
-11,854
-99% -$228K ﹤0.01% 1530
2022
Q2 		$220K Buy
11,954
+7,114
+147% +$157K 0.02% 881
2022
Q1 		$114K Buy
4,840
+4,740
+4,740% +$116K 0.01% 1010
2021
Q4 		$2K Buy
+100
New +$2.67K ﹤0.01% 1418

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

Quantbot Technologies's CSWC Position: Q2 2026 in Review

Quantbot Technologies increased its Capital Southwest (CSWC) stake by 176% in Q2 2026, buying an estimated $649K and bringing the position to 43,455 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #616.

Quantbot Technologies first reported a position in CSWC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.67M in Q2 2025. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Quantbot Technologies held 43,455 shares of Capital Southwest worth $1.03M as of Q2 2026.
  • Quantbot Technologies bought 27,722 Capital Southwest shares in Q2 2026, an estimated $649K.
  • Capital Southwest made up 0.04% of Quantbot Technologies's portfolio in Q2 2026, its #616 holding.
  • Quantbot Technologies first reported a position in Capital Southwest in Q4 2021 and has held it in 18 quarters since.
  • Quantbot Technologies's Capital Southwest position peaked at $1.67M in Q2 2025.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Quantbot Technologies's 13F filing for Q2 2026, filed 12 Aug 2026.