SWM
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Spire Wealth Management’s Capital Southwest CSWC Stock Holding History

Spire Wealth 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
Q2 		$66.6K Buy
2,800
+2,200
+367% +$51.5K ﹤0.01% 1092
2026
Q1 		$13.3K Hold
600
– – ﹤0.01% 1542
2025
Q4 		$13.3K Hold
600
– – ﹤0.01% 1625
2025
Q3 		$13.1K Hold
600
– – ﹤0.01% 1654
2025
Q2 		$13.2K Hold
600
– – ﹤0.01% 1636
2025
Q1 		$13.4K Hold
600
– – ﹤0.01% 1745
2024
Q4 		$13.1K Hold
600
– – ﹤0.01% 1766
2024
Q3 		$15.2K Hold
600
– – ﹤0.01% 1521
2024
Q2 		$15.7K Buy
+600
New +$15.4K ﹤0.01% 1517

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

Spire Wealth Management's CSWC Position: Q2 2026 in Review

Spire Wealth Management increased its Capital Southwest (CSWC) stake by 367% in Q2 2026, buying an estimated $51.5K and bringing the position to 2,800 shares worth $66.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Spire Wealth Management first reported a position in CSWC in Q2 2024 and has held it in 9 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Spire Wealth Management held 2,800 shares of Capital Southwest worth $66.6K as of Q2 2026.
  • Spire Wealth Management bought 2,200 Capital Southwest shares in Q2 2026, an estimated $51.5K.
  • Capital Southwest made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1092 holding.
  • Spire Wealth Management first reported a position in Capital Southwest in Q2 2024 and has held it in 9 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.