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Symphony Financial’s Capital Southwest CSWC Stock Holding History

Symphony 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
2026
Q1 		$892K Buy
40,969
+1,528
+4% +$34.6K 0.12% 121
2025
Q4 		$870K Buy
+39,441
New +$833K 0.12% 116

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

Symphony Financial's CSWC Position: Q1 2026 in Review

Symphony Financial increased its Capital Southwest (CSWC) stake by 3.9% in Q1 2026, buying an estimated $34.6K and bringing the position to 40,969 shares worth $892K. The position accounts for 0.12% of the portfolio, ranked #121.

Symphony Financial first reported a position in CSWC in Q4 2025 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Symphony Financial held 40,969 shares of Capital Southwest worth $892K as of Q1 2026.
  • Symphony Financial bought 1,528 Capital Southwest shares in Q1 2026, an estimated $34.6K.
  • Capital Southwest made up 0.12% of Symphony Financial's portfolio in Q1 2026, its #121 holding.
  • Symphony Financial first reported a position in Capital Southwest in Q4 2025 and has held it in 2 quarters since.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.