TWM
CSWC icon

TCFG Wealth Management’s Capital Southwest CSWC Stock Holding History

TCFG Wealth Management’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 		– Sell
-9,800
Closed -$219K – 263
2025
Q1 		$219K Hold
9,800
– – 0.11% 212
2024
Q4 		$214K Hold
9,800
– – 0.11% 209
2024
Q3 		$248K Buy
+9,800
New +$248K 0.12% 177

Other funds holding CSWC

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

TCFG Wealth Management's CSWC Position: Q2 2025 in Review

TCFG Wealth Management sold out of Capital Southwest (CSWC) in Q2 2025, closing a stake of 9,800 shares — an estimated $219K sold.

TCFG Wealth Management first reported a position in CSWC in Q3 2024 and held it in 3 quarters. The position peaked at $248K in Q3 2024. 177 funds tracked by Wall St. Rank hold CSWC as of Q2 2025.

  • TCFG Wealth Management reported no remaining Capital Southwest position as of Q2 2025 after selling out during the quarter.
  • TCFG Wealth Management sold 9,800 Capital Southwest shares in Q2 2025, an estimated $219K.
  • TCFG Wealth Management first reported a position in Capital Southwest in Q3 2024 and held it in 3 quarters.
  • TCFG Wealth Management's Capital Southwest position peaked at $248K in Q3 2024.
  • 177 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2025.

Based on TCFG Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.