Russell Investments Group
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Russell Investments Group’s Capital Southwest CSWC Stock Holding History

Russell Investments Group’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 		$7.7K Sell
348
-126
-27% -$2.85K ﹤0.01% 3833
2025
Q4 		$10.5K Buy
474
+154
+48% +$3.25K ﹤0.01% 3786
2025
Q3 		$7K Buy
+320
New +$7.28K ﹤0.01% 3846
2021
Q1 		– Sell
-10,500
Closed -$186K – 3117
2020
Q4 		$186K Buy
+10,500
New +$165K ﹤0.01% 2775
2020
Q1 		– Sell
-48,803
Closed -$1.01M – 3048
2019
Q4 		$1.01M Sell
48,803
-100
-0.2% -$2.16K ﹤0.01% 2092
2019
Q3 		$1.07M Sell
48,903
-12,074
-20% -$260K ﹤0.01% 1975
2019
Q2 		$1.28M Buy
60,977
+25,955
+74% +$564K ﹤0.01% 1880
2019
Q1 		$737K Buy
35,022
+33,184
+1,805% +$707K ﹤0.01% 2210
2018
Q4 		$35K Buy
+1,838
New +$35.5K ﹤0.01% 2825
2018
Q1 		– Sell
-12,277
Closed -$204K – 2923
2017
Q4 		$204K Sell
12,277
-100,340
-89% -$1.71M ﹤0.01% 2665
2017
Q3 		$1.93M Sell
112,617
-2,136
-2% -$35.3K ﹤0.01% 1803
2017
Q2 		$1.85M Buy
114,753
+1,937
+2% +$31.3K ﹤0.01% 1778
2017
Q1 		$1.91M Sell
112,816
-24,421
-18% -$399K ﹤0.01% 1773
2016
Q4 		$2.23M Buy
+137,237
New +$2.04M ﹤0.01% 1725

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 $2.07B AUM 4.33% 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

Russell Investments Group's CSWC Position: Q1 2026 in Review

Russell Investments Group reduced its Capital Southwest (CSWC) stake by 27% in Q1 2026, selling an estimated $2.85K and leaving 348 shares worth $7.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3833.

Russell Investments Group first reported a position in CSWC in Q4 2016 and has held it in 14 quarters since. The position peaked at $2.23M in Q4 2016. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Russell Investments Group held 348 shares of Capital Southwest worth $7.7K as of Q1 2026.
  • Russell Investments Group sold 126 Capital Southwest shares in Q1 2026, an estimated $2.85K.
  • Capital Southwest made up ﹤0.01% of Russell Investments Group's portfolio in Q1 2026, its #3833 holding.
  • Russell Investments Group first reported a position in Capital Southwest in Q4 2016 and has held it in 14 quarters since.
  • Russell Investments Group's Capital Southwest position peaked at $2.23M in Q4 2016.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.