Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Capital Southwest CSWC Stock Holding History

Sumitomo Mitsui Trust 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
2025
Q2 		$3.8M Buy
2025
Q1 		$2.99M Buy
2024
Q4 		$2.24M Hold
2024
Q3 		$2.6M Buy
2024
Q2 		$2.58M Buy
2024
Q1 		$2.36M Buy
2023
Q4 		$1.7M Buy
2023
Q3 		$746K Buy
2023
Q2 		$422K Buy