RWM
CSWC icon

Rialto Wealth Management’s Capital Southwest CSWC Stock Holding History

Rialto Wealth 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
Q2 		$114K Hold
4,809
– – 0.02% 235
2026
Q1 		$106K Hold
4,809
– – 0.02% 207
2025
Q4 		$107K Hold
4,809
– – 0.03% 203
2025
Q3 		$105K Hold
4,809
– – 0.03% 199
2025
Q2 		$106K Hold
4,809
– – 0.03% 193
2025
Q1 		$107K Hold
4,809
– – 0.03% 183
2024
Q4 		$105K Buy
+4,809
New +$113K 0.03% 188

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

Rialto Wealth Management's CSWC Position: Q2 2026 in Review

Rialto Wealth Management held its Capital Southwest (CSWC) position steady in Q2 2026 at 4,809 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #235.

Rialto Wealth Management first reported a position in CSWC in Q4 2024 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Rialto Wealth Management held 4,809 shares of Capital Southwest worth $114K as of Q2 2026.
  • Rialto Wealth Management left its Capital Southwest share count unchanged in Q2 2026.
  • Capital Southwest made up 0.02% of Rialto Wealth Management's portfolio in Q2 2026, its #235 holding.
  • Rialto Wealth Management first reported a position in Capital Southwest in Q4 2024 and has held it in 7 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.