Rockefeller Capital Management
CSWC icon

Rockefeller Capital Management’s Capital Southwest CSWC Stock Holding History

Rockefeller Capital 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 		$4.98K Hold
225
– – ﹤0.01% 4247
2025
Q4 		$4.98K Hold
225
– – ﹤0.01% 4072
2025
Q3 		$4.92K Buy
+225
New +$5.12K ﹤0.01% 3876

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Rockefeller Capital Management's CSWC Position: Q1 2026 in Review

Rockefeller Capital Management held its Capital Southwest (CSWC) position steady in Q1 2026 at 225 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #4247.

Rockefeller Capital Management first reported a position in CSWC in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.98K in Q4 2025. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Rockefeller Capital Management held 225 shares of Capital Southwest worth $4.98K as of Q1 2026.
  • Rockefeller Capital Management left its Capital Southwest share count unchanged in Q1 2026.
  • Capital Southwest made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4247 holding.
  • Rockefeller Capital Management first reported a position in Capital Southwest in Q3 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's Capital Southwest position peaked at $4.98K in Q4 2025.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.