Raymond James Financial’s Capital Southwest CSWC Stock Holding History

Raymond James Financial’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	$6.41M	Buy	269,532 +4,873	+2%	+$114K	﹤0.01%	2546
2026 Q1	$5.85M	Sell	264,659 -16,354	-6%	-$370K	﹤0.01%	2464
2025 Q4	$6.22M	Sell	281,013 -21,840	-7%	-$461K	﹤0.01%	2333
2025 Q3	$6.62M	Buy	302,853 +16,256	+6%	+$370K	﹤0.01%	2246
2025 Q2	$6.32M	Sell	286,597 -14,003	-5%	-$288K	﹤0.01%	2209
2025 Q1	$6.71M	Buy	300,600 +105,845	+54%	+$2.39M	﹤0.01%	2123
2024 Q4	$4.25M	Buy	+194,755	New	+$4.58M	﹤0.01%	2427

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

Raymond James Financial's CSWC Position: Q2 2026 in Review

Raymond James Financial increased its Capital Southwest (CSWC) stake by 1.8% in Q2 2026, buying an estimated $114K and bringing the position to 269,532 shares worth $6.41M. The position accounts for ﹤0.01% of the portfolio, ranked #2546.

Raymond James Financial first reported a position in CSWC in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.71M in Q1 2025. 189 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

Raymond James Financial held 269,532 shares of Capital Southwest worth $6.41M as of Q2 2026.
Raymond James Financial bought 4,873 Capital Southwest shares in Q2 2026, an estimated $114K.
Capital Southwest made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2546 holding.
Raymond James Financial first reported a position in Capital Southwest in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Capital Southwest position peaked at $6.71M in Q1 2025.
189 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.