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CSWC icon

Tectonic Advisors’s Capital Southwest CSWC Stock Holding History

Tectonic Advisors’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
Q2 		$8.45M Buy
+355,370
New +$8.31M 0.41% 67
2025
Q3 		– Sell
-521,686
Closed -$11.5M – 338
2025
Q2 		$11.5M Buy
521,686
+81,213
+18% +$1.67M 0.67% 32
2025
Q1 		$9.83M Buy
440,473
+42,465
+11% +$959K 0.61% 38
2024
Q4 		$8.68M Buy
398,008
+69,174
+21% +$1.63M 0.57% 41
2024
Q3 		$8.32M Buy
328,834
+48,442
+17% +$1.23M 0.54% 39
2024
Q2 		$7.32M Buy
280,392
+23,694
+9% +$608K 0.53% 33
2024
Q1 		$6.41M Buy
256,698
+14,763
+6% +$360K 0.49% 37
2023
Q4 		$5.73M Buy
241,935
+12,497
+5% +$279K 0.48% 35
2023
Q3 		$5.25M Buy
229,438
+9,866
+4% +$214K 0.49% 31
2023
Q2 		$4.33M Buy
219,572
+25,452
+13% +$469K 0.53% 39
2023
Q1 		$3.45M Buy
194,120
+44,411
+30% +$817K 0.47% 49
2022
Q4 		$2.56M Buy
149,709
+42,987
+40% +$768K 0.4% 60
2022
Q3 		$1.81M Buy
106,722
+26,145
+32% +$504K 0.33% 61
2022
Q2 		$1.48M Buy
80,577
+22,212
+38% +$489K 0.27% 69
2022
Q1 		$1.39M Buy
58,365
+8,549
+17% +$209K 0.24% 71
2021
Q4 		$1.26M Buy
49,816
+14,985
+43% +$400K 0.23% 64
2021
Q3 		$877K Sell
34,831
-9,423
-21% -$245K 0.17% 78
2021
Q2 		$1.03M Buy
44,254
+3,875
+10% +$96.1K 0.21% 65
2021
Q1 		$894K Buy
40,379
+4,914
+14% +$100K 0.22% 70
2020
Q4 		$629K Buy
+35,465
New +$558K 0.17% 85

Other funds holding CSWC

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Tectonic Advisors's CSWC Position: Q2 2026 in Review

Tectonic Advisors opened a new position in Capital Southwest (CSWC) in Q2 2026: 355,370 shares worth $8.45M. The stake represents 0.41% of the portfolio and ranks #67 among its holdings. This is a return to the name: Tectonic Advisors previously reported a position in CSWC as recently as Q2 2025.

Tectonic Advisors first reported a position in CSWC in Q4 2020 and has held it in 20 quarters since. The position peaked at $11.5M in Q2 2025. 24 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Tectonic Advisors held 355,370 shares of Capital Southwest worth $8.45M as of Q2 2026.
  • Capital Southwest was a new Tectonic Advisors position in Q2 2026.
  • Capital Southwest made up 0.41% of Tectonic Advisors's portfolio in Q2 2026, its #67 holding.
  • Tectonic Advisors first reported a position in Capital Southwest in Q4 2020 and has held it in 20 quarters since.
  • Tectonic Advisors's Capital Southwest position peaked at $11.5M in Q2 2025.
  • 24 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.