Royal Bank of Canada
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Royal Bank of Canada’s Capital Southwest CSWC Stock Holding History

Royal Bank of Canada’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 		$515K Sell
23,273
-56,283
-71% -$1.27M ﹤0.01% 4118
2025
Q4 		$1.76M Sell
79,556
-44,270
-36% -$934K ﹤0.01% 3222
2025
Q3 		$2.71M Sell
123,826
-25,229
-17% -$574K ﹤0.01% 3153
2025
Q2 		$3.29M Buy
149,055
+79,916
+116% +$1.65M ﹤0.01% 2915
2025
Q1 		$1.54M Buy
69,139
+8,188
+13% +$185K ﹤0.01% 3144
2024
Q4 		$1.33M Sell
60,951
-1,400
-2% -$33K ﹤0.01% 3318
2024
Q3 		$1.58M Buy
62,351
+1,909
+3% +$48.4K ﹤0.01% 3157
2024
Q2 		$1.58M Sell
60,442
-4,696
-7% -$121K ﹤0.01% 3080
2024
Q1 		$1.63M Sell
65,138
-1,330
-2% -$32.4K ﹤0.01% 3090
2023
Q4 		$1.58M Sell
66,468
-20,263
-23% -$452K ﹤0.01% 3267
2023
Q3 		$1.99M Sell
86,731
-3,919
-4% -$84.9K ﹤0.01% 2855
2023
Q2 		$1.79M Buy
90,650
+5,119
+6% +$94.3K ﹤0.01% 2923
2023
Q1 		$1.52M Sell
85,531
-2,800
-3% -$51.5K ﹤0.01% 3018
2022
Q4 		$1.51M Buy
88,331
+2,064
+2% +$36.9K ﹤0.01% 3147
2022
Q3 		$1.46M Buy
86,267
+3,507
+4% +$67.6K ﹤0.01% 3114
2022
Q2 		$1.52M Buy
82,760
+12,574
+18% +$277K ﹤0.01% 3136
2022
Q1 		$1.67M Buy
70,186
+5,886
+9% +$144K ﹤0.01% 3218
2021
Q4 		$1.63M Sell
64,300
-1,043
-2% -$27.9K ﹤0.01% 3345
2021
Q3 		$1.65M Buy
65,343
+4,675
+8% +$122K ﹤0.01% 3249
2021
Q2 		$1.41M Buy
60,668
+3,076
+5% +$76.3K ﹤0.01% 3362
2021
Q1 		$1.28M Buy
57,592
+5,484
+11% +$112K ﹤0.01% 3368
2020
Q4 		$925K Sell
52,108
-13,669
-21% -$215K ﹤0.01% 3541
2020
Q3 		$924K Buy
65,777
+3,014
+5% +$42.4K ﹤0.01% 3326
2020
Q2 		$846K Buy
62,763
+5,832
+10% +$75.3K ﹤0.01% 3323
2020
Q1 		$650K Buy
56,931
+524
+0.9% +$9.48K ﹤0.01% 3385
2019
Q4 		$1.17M Buy
56,407
+2,226
+4% +$48.2K ﹤0.01% 3318
2019
Q3 		$1.18M Sell
54,181
-943
-2% -$20.3K ﹤0.01% 3217
2019
Q2 		$1.16M Buy
55,124
+11,289
+26% +$245K ﹤0.01% 3194
2019
Q1 		$922K Buy
43,835
+8,395
+24% +$179K ﹤0.01% 3259
2018
Q4 		$681K Buy
35,440
+32,020
+936% +$618K ﹤0.01% 3471
2018
Q3 		$65K Sell
3,420
-2,333
-41% -$43.8K ﹤0.01% 5095
2018
Q2 		$104K Buy
5,753
+4,266
+287% +$74.4K ﹤0.01% 4786
2018
Q1 		$25K Sell
1,487
-264
-15% -$4.45K ﹤0.01% 5368
2017
Q4 		$29K Hold
1,751
– – ﹤0.01% 5422
2017
Q3 		$30K Buy
1,751
+1,150
+191% +$19K ﹤0.01% 5724
2017
Q2 		$10K Buy
+601
New +$9.7K ﹤0.01% 5792
2016
Q1 		– Sell
-6,400
Closed -$89K – 6395
2015
Q4 		$89K Sell
6,400
-7,898
-55% -$116K ﹤0.01% 4996
2015
Q3 		$249K Sell
14,298
-327
-2% -$5.75K ﹤0.01% 4127
2015
Q2 		$268K Sell
14,625
-150
-1% -$2.7K ﹤0.01% 4139
2015
Q1 		$252K Sell
14,775
-553
-4% -$9.22K ﹤0.01% 4068
2014
Q4 		$213K Sell
15,328
-1,517
-9% -$20.7K ﹤0.01% 4294
2014
Q3 		$222K Buy
+16,845
New +$230K ﹤0.01% 4123
2014
Q2 		– Sell
-19,613
Closed -$250K – 5958
2014
Q1 		$250K Buy
+19,613
New +$249K ﹤0.01% 3917
2013
Q4 		– Sell
-1,869
Closed -$23K – 5952
2013
Q3 		$23K Buy
1,869
+1,716
+1,122% +$22.2K ﹤0.01% 5117
2013
Q2 		$2K Buy
+153
New +$1.8K ﹤0.01% 5609

Other funds holding CSWC

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
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

Royal Bank of Canada's CSWC Position: Q1 2026 in Review

Royal Bank of Canada reduced its Capital Southwest (CSWC) stake by 71% in Q1 2026, selling an estimated $1.27M and leaving 23,273 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #4118.

Royal Bank of Canada first reported a position in CSWC in Q2 2013 and has held it in 45 quarters since. The position peaked at $3.29M in Q2 2025. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Royal Bank of Canada held 23,273 shares of Capital Southwest worth $515K as of Q1 2026.
  • Royal Bank of Canada sold 56,283 Capital Southwest shares in Q1 2026, an estimated $1.27M.
  • Capital Southwest made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #4118 holding.
  • Royal Bank of Canada first reported a position in Capital Southwest in Q2 2013 and has held it in 45 quarters since.
  • Royal Bank of Canada's Capital Southwest position peaked at $3.29M in Q2 2025.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.