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CSWC icon

SignatureFD’s Capital Southwest CSWC Stock Holding History

SignatureFD’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 		$65.1K Sell
2,738
-671
-20% -$15.7K ﹤0.01% 1719
2026
Q1 		$75.4K Buy
3,409
+746
+28% +$16.9K ﹤0.01% 1490
2025
Q4 		$59K Buy
2,663
+180
+7% +$3.8K ﹤0.01% 1552
2025
Q3 		$54.3K Hold
2,483
– – ﹤0.01% 1590
2025
Q2 		$54.7K Buy
2,483
+849
+52% +$17.5K ﹤0.01% 1538
2025
Q1 		$36.5K Sell
1,634
-151
-8% -$3.41K ﹤0.01% 1747
2024
Q4 		$38.9K Sell
1,785
-945
-35% -$22.2K ﹤0.01% 1706
2024
Q3 		$69K Sell
2,730
-77
-3% -$1.95K ﹤0.01% 1408
2024
Q2 		$73.2K Buy
2,807
+170
+6% +$4.36K ﹤0.01% 1319
2024
Q1 		$65.8K Buy
2,637
+74
+3% +$1.8K ﹤0.01% 1407
2023
Q4 		$60.7K Buy
2,563
+1,404
+121% +$31.3K ﹤0.01% 1370
2023
Q3 		$26.5K Buy
1,159
+245
+27% +$5.31K ﹤0.01% 1712
2023
Q2 		$18K Buy
914
+288
+46% +$5.31K ﹤0.01% 1944
2023
Q1 		$11.1K Buy
626
+296
+90% +$5.45K ﹤0.01% 2157
2022
Q4 		$5.64K Sell
330
-258
-44% -$4.61K ﹤0.01% 2416
2022
Q3 		$10K Buy
588
+124
+27% +$2.39K ﹤0.01% 2074
2022
Q2 		$9K Buy
464
+284
+158% +$6.25K ﹤0.01% 2152
2022
Q1 		$4K Sell
180
-16
-8% -$392 ﹤0.01% 2572
2021
Q4 		$5K Hold
196
– – ﹤0.01% 2382
2021
Q3 		$5K Buy
196
+63
+47% +$1.64K ﹤0.01% 2332
2021
Q2 		$3K Buy
133
+41
+45% +$1.02K ﹤0.01% 2433
2021
Q1 		$2K Hold
92
– – ﹤0.01% 2449
2020
Q4 		$2K Buy
+92
New +$1.45K ﹤0.01% 2241
2018
Q4 		– Sell
-29
Closed -$1K – 1959
2018
Q3 		$1K Buy
+29
New +$545 ﹤0.01% 1781

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

SignatureFD's CSWC Position: Q2 2026 in Review

SignatureFD reduced its Capital Southwest (CSWC) stake by 20% in Q2 2026, selling an estimated $15.7K and leaving 2,738 shares worth $65.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

SignatureFD first reported a position in CSWC in Q3 2018 and has held it in 24 quarters since. The position peaked at $75.4K in Q1 2026. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • SignatureFD held 2,738 shares of Capital Southwest worth $65.1K as of Q2 2026.
  • SignatureFD sold 671 Capital Southwest shares in Q2 2026, an estimated $15.7K.
  • Capital Southwest made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #1719 holding.
  • SignatureFD first reported a position in Capital Southwest in Q3 2018 and has held it in 24 quarters since.
  • SignatureFD's Capital Southwest position peaked at $75.4K in Q1 2026.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.