TH
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TCTC Holdings’s Capital Southwest CSWC Stock Holding History

TCTC Holdings’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 		– Sell
-2,136
Closed -$47.3K – 290
2025
Q4 		$47.3K Hold
2,136
– – ﹤0.01% 357
2025
Q3 		$46.7K Hold
2,136
– – ﹤0.01% 351
2025
Q2 		$47.1K Hold
2,136
– – ﹤0.01% 357
2025
Q1 		$47.7K Hold
2,136
– – ﹤0.01% 342
2024
Q4 		$46.6K Hold
2,136
– – ﹤0.01% 337
2024
Q3 		$54K Hold
2,136
– – ﹤0.01% 310
2024
Q2 		$55.7K Hold
2,136
– – ﹤0.01% 306
2024
Q1 		$53.3K Hold
2,136
– – ﹤0.01% 298
2023
Q4 		$50.6K Hold
2,136
– – ﹤0.01% 300
2023
Q3 		$48.9K Hold
2,136
– – ﹤0.01% 275
2023
Q2 		$42.1K Hold
2,136
– – ﹤0.01% 285
2023
Q1 		$38K Hold
2,136
– – ﹤0.01% 308
2022
Q4 		$36.5K Hold
2,136
– – ﹤0.01% 296
2022
Q3 		$36K Hold
2,136
– – ﹤0.01% 282
2022
Q2 		$39K Hold
2,136
– – ﹤0.01% 284
2022
Q1 		$51K Hold
2,136
– – ﹤0.01% 275
2021
Q4 		$54K Hold
2,136
– – ﹤0.01% 304
2021
Q3 		$54K Hold
2,136
– – ﹤0.01% 296
2021
Q2 		$50K Hold
2,136
– – ﹤0.01% 274
2021
Q1 		$47K Hold
2,136
– – ﹤0.01% 275
2020
Q4 		$38K Hold
2,136
– – ﹤0.01% 269
2020
Q3 		$30K Hold
2,136
– – ﹤0.01% 274
2020
Q2 		$29K Buy
+2,136
New +$27.6K ﹤0.01% 274

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

TCTC Holdings's CSWC Position: Q1 2026 in Review

TCTC Holdings sold out of Capital Southwest (CSWC) in Q1 2026, closing a stake of 2,136 shares — an estimated $47.3K sold.

TCTC Holdings first reported a position in CSWC in Q2 2020 and held it in 23 quarters. The position peaked at $55.7K in Q2 2024. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • TCTC Holdings reported no remaining Capital Southwest position as of Q1 2026 after selling out during the quarter.
  • TCTC Holdings sold 2,136 Capital Southwest shares in Q1 2026, an estimated $47.3K.
  • TCTC Holdings first reported a position in Capital Southwest in Q2 2020 and held it in 23 quarters.
  • TCTC Holdings's Capital Southwest position peaked at $55.7K in Q2 2024.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.