Sumitomo Mitsui Trust Group
CSWC icon

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
2026
Q1 		$6.3M Hold
284,778
– – ﹤0.01% 702
2025
Q4 		$6.31M Buy
284,778
+64,706
+29% +$1.37M ﹤0.01% 715
2025
Q3 		$4.81M Buy
220,072
+47,475
+28% +$1.08M ﹤0.01% 739
2025
Q2 		$3.8M Buy
172,597
+38,419
+29% +$791K ﹤0.01% 741
2025
Q1 		$2.99M Buy
134,178
+31,299
+30% +$707K ﹤0.01% 771
2024
Q4 		$2.24M Hold
102,879
– – ﹤0.01% 811
2024
Q3 		$2.6M Buy
102,879
+4,117
+4% +$104K ﹤0.01% 809
2024
Q2 		$2.58M Buy
98,762
+4,061
+4% +$104K ﹤0.01% 808
2024
Q1 		$2.36M Buy
94,701
+22,915
+32% +$559K ﹤0.01% 883
2023
Q4 		$1.7M Buy
71,786
+39,219
+120% +$875K ﹤0.01% 918
2023
Q3 		$746K Buy
32,567
+11,181
+52% +$242K ﹤0.01% 1015
2023
Q2 		$422K Buy
+21,386
New +$394K ﹤0.01% 1076

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

Sumitomo Mitsui Trust Group's CSWC Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group held its Capital Southwest (CSWC) position steady in Q1 2026 at 284,778 shares worth $6.3M. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Sumitomo Mitsui Trust Group first reported a position in CSWC in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.31M in Q4 2025. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 284,778 shares of Capital Southwest worth $6.3M as of Q1 2026.
  • Sumitomo Mitsui Trust Group left its Capital Southwest share count unchanged in Q1 2026.
  • Capital Southwest made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #702 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Capital Southwest in Q2 2023 and has held it in 12 quarters since.
  • Sumitomo Mitsui Trust Group's Capital Southwest position peaked at $6.31M in Q4 2025.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.