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Sound Income Strategies’s Capital Southwest CSWC Stock Holding History

Sound Income Strategies’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 		$22.2M Buy
934,321
+30,992
+3% +$725K 1% 27
2026
Q1 		$19.8M Buy
903,329
+17,362
+2% +$393K 0.96% 30
2025
Q4 		$21M Buy
885,967
+129,181
+17% +$2.73M 0.99% 26
2025
Q3 		$15.1M Buy
756,786
+54,585
+8% +$1.24M 0.82% 42
2025
Q2 		$15.5M Buy
702,201
+86,185
+14% +$1.77M 0.89% 39
2025
Q1 		$13.7M Buy
616,016
+37,475
+6% +$846K 0.81% 42
2024
Q4 		$12.6M Buy
578,541
+16,462
+3% +$388K 0.78% 42
2024
Q3 		$14.2M Buy
562,079
+6,692
+1% +$170K 0.91% 39
2024
Q2 		$14.5M Buy
555,387
+5,732
+1% +$147K 0.91% 32
2024
Q1 		$13.7M Buy
549,655
+17,348
+3% +$423K 1.02% 29
2023
Q4 		$12.6M Buy
532,307
+7,913
+2% +$177K 1.05% 32
2023
Q3 		$12M Buy
524,394
+8,776
+2% +$190K 1.01% 29
2023
Q2 		$10.2M Buy
515,618
+22,092
+4% +$407K 1.05% 28
2023
Q1 		$8.77M Buy
493,526
+26,159
+6% +$481K 0.95% 32
2022
Q4 		$7.99M Buy
467,367
+66,718
+17% +$1.19M 1.02% 27
2022
Q3 		$6.79M Buy
400,649
+18,437
+5% +$355K 0.99% 30
2022
Q2 		$7.04M Buy
382,212
+8,410
+2% +$185K 0.94% 32
2022
Q1 		$8.87M Sell
373,802
-937
-0.3% -$23K 1.02% 26
2021
Q4 		$9.47M Buy
374,739
+3,929
+1% +$105K 1.11% 21
2021
Q3 		$9.34M Sell
370,810
-1,651
-0.4% -$43K 1.21% 18
2021
Q2 		$8.65M Sell
372,461
-16,291
-4% -$404K 1.25% 16
2021
Q1 		$8.61M Buy
388,752
+386,944
+21,402% +$7.9M 1.46% 11
2020
Q4 		$32K Sell
1,808
-224
-11% -$3.52K 0.01% 256
2020
Q3 		$29K Hold
2,032
– – 0.01% 240
2020
Q2 		$27K Buy
2,032
+1,048
+107% +$13.5K 0.01% 229
2020
Q1 		$11K Buy
984
+558
+131% +$10.1K ﹤0.01% 323
2019
Q4 		$9K Buy
+426
New +$9.22K ﹤0.01% 345

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sound Income Strategies's CSWC Position: Q2 2026 in Review

Sound Income Strategies increased its Capital Southwest (CSWC) stake by 3.4% in Q2 2026, buying an estimated $725K and bringing the position to 934,321 shares worth $22.2M. The position accounts for 1% of the portfolio, ranked #27.

Sound Income Strategies first reported a position in CSWC in Q4 2019 and has held it in 27 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Sound Income Strategies held 934,321 shares of Capital Southwest worth $22.2M as of Q2 2026.
  • Sound Income Strategies bought 30,992 Capital Southwest shares in Q2 2026, an estimated $725K.
  • Capital Southwest made up 1% of Sound Income Strategies's portfolio in Q2 2026, its #27 holding.
  • Sound Income Strategies first reported a position in Capital Southwest in Q4 2019 and has held it in 27 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.