SF
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Summit Financial’s Capital Southwest CSWC Stock Holding History

Summit Financial’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
2024
Q4 		– Sell
-10,801
Closed -$273K – 641
2024
Q3 		$273K Buy
+10,801
New +$274K 0.01% 476

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Summit Financial's CSWC Position: Q4 2024 in Review

Summit Financial sold out of Capital Southwest (CSWC) in Q4 2024, closing a stake of 10,801 shares — an estimated $273K sold.

Summit Financial first reported a position in CSWC in Q3 2024 and held it in 1 quarter. The position peaked at $273K in Q3 2024. 160 funds tracked by Wall St. Rank hold CSWC as of Q4 2024.

  • Summit Financial reported no remaining Capital Southwest position as of Q4 2024 after selling out during the quarter.
  • Summit Financial sold 10,801 Capital Southwest shares in Q4 2024, an estimated $273K.
  • Summit Financial first reported a position in Capital Southwest in Q3 2024 and held it in 1 quarter.
  • Summit Financial's Capital Southwest position peaked at $273K in Q3 2024.
  • 160 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2024.

Based on Summit Financial's 13F filing for Q4 2024, filed 12 Feb 2025.