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CSWC icon

Sunbelt Securities’s Capital Southwest CSWC Stock Holding History

Sunbelt Securities’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 		$819K Buy
37,030
+1,530
+4% +$34.6K 0.05% 298
2025
Q4 		$786K Sell
35,500
-9,600
-21% -$203K 0.05% 304
2025
Q3 		$986K Buy
45,100
+7,871
+21% +$179K 0.07% 241
2025
Q2 		$812K Sell
37,229
-2,000
-5% -$41.2K 0.07% 239
2025
Q1 		$876K Buy
39,229
+2,014
+5% +$45.5K 0.08% 212
2024
Q4 		$811K Buy
37,215
+12,802
+52% +$301K 0.07% 240
2024
Q3 		$617K Buy
24,413
+12
+0% +$304 0.06% 303
2024
Q2 		$637K Buy
24,401
+12
+0% +$308 0.07% 280
2024
Q1 		$609K Buy
24,389
+4,958
+26% +$121K 0.07% 282
2023
Q4 		$461K Buy
19,431
+12
+0.1% +$268 0.06% 325
2023
Q3 		$445K Buy
19,419
+11
+0.1% +$238 0.06% 305
2023
Q2 		$383K Buy
19,408
+1,786
+10% +$32.9K 0.06% 339
2023
Q1 		$308K Sell
17,622
-939
-5% -$17.3K 0.05% 352
2022
Q4 		$317K Buy
18,561
+2,325
+14% +$41.6K 0.06% 335
2022
Q3 		$275K Buy
16,236
+5,249
+48% +$101K 0.06% 348
2022
Q2 		$202K Sell
10,987
-70
-0.6% -$1.54K 0.04% 412
2022
Q1 		$261K Buy
11,057
+2,000
+22% +$49K 0.05% 386
2021
Q4 		$233K Buy
+9,057
New +$242K 0.04% 417

Other funds holding CSWC

Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Sunbelt Securities's CSWC Position: Q1 2026 in Review

Sunbelt Securities increased its Capital Southwest (CSWC) stake by 4.3% in Q1 2026, buying an estimated $34.6K and bringing the position to 37,030 shares worth $819K. The position accounts for 0.05% of the portfolio, ranked #298.

Sunbelt Securities first reported a position in CSWC in Q4 2021 and has held it in 18 quarters since. The position peaked at $986K in Q3 2025. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Sunbelt Securities held 37,030 shares of Capital Southwest worth $819K as of Q1 2026.
  • Sunbelt Securities bought 1,530 Capital Southwest shares in Q1 2026, an estimated $34.6K.
  • Capital Southwest made up 0.05% of Sunbelt Securities's portfolio in Q1 2026, its #298 holding.
  • Sunbelt Securities first reported a position in Capital Southwest in Q4 2021 and has held it in 18 quarters since.
  • Sunbelt Securities's Capital Southwest position peaked at $986K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.