TRCT
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Tower Research Capital (TRC)’s Capital Southwest CSWC Stock Holding History

Tower Research Capital (TRC)’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 		$17.7K Buy
+802
New +$18.2K ﹤0.01% 3567
2025
Q3 		– Sell
-1,877
Closed -$41.4K – 5279
2025
Q2 		$41.4K Buy
1,877
+1,863
+13,307% +$38.4K ﹤0.01% 3127
2025
Q1 		$312 Sell
14
-50
-78% -$1.13K ﹤0.01% 4942
2024
Q4 		$1.4K Sell
64
-1,252
-95% -$29.5K ﹤0.01% 5030
2024
Q3 		$33.3K Sell
1,316
-1,300
-50% -$32.9K ﹤0.01% 2948
2024
Q2 		$68.3K Sell
2,616
-978
-27% -$25.1K ﹤0.01% 2860
2024
Q1 		$89.7K Buy
3,594
+2,501
+229% +$61K ﹤0.01% 1880
2023
Q4 		$25.9K Sell
1,093
-793
-42% -$17.7K ﹤0.01% 3501
2023
Q3 		$43.2K Sell
1,886
-789
-29% -$17.1K ﹤0.01% 2674
2023
Q2 		$52.8K Sell
2,675
-1,697
-39% -$31.3K ﹤0.01% 2537
2023
Q1 		$78K Buy
+4,372
New +$80.5K ﹤0.01% 2090
2022
Q3 		– Sell
-1,708
Closed -$31K – 6114
2022
Q2 		$31K Buy
1,708
+1,425
+504% +$31.4K ﹤0.01% 3335
2022
Q1 		$7K Buy
+283
New +$6.93K ﹤0.01% 4706
2021
Q4 		– Sell
-1,128
Closed -$28K – 6191
2021
Q3 		$28K Buy
1,128
+220
+24% +$5.73K ﹤0.01% 3417
2021
Q2 		$21K Buy
908
+819
+920% +$20.3K ﹤0.01% 3836
2021
Q1 		$2K Sell
89
-1,376
-94% -$28.1K ﹤0.01% 5006
2020
Q4 		$26K Buy
+1,465
New +$23K ﹤0.01% 3684
2020
Q3 		– Sell
-523
Closed -$7K – 4855
2020
Q2 		$7K Sell
523
-1,376
-72% -$17.8K ﹤0.01% 4142
2020
Q1 		$22K Sell
1,899
-181
-9% -$3.27K ﹤0.01% 1662
2019
Q4 		$43K Buy
2,080
+92
+5% +$1.99K ﹤0.01% 1433
2019
Q3 		$43K Buy
1,988
+1,668
+521% +$36K ﹤0.01% 1905
2019
Q2 		$7K Sell
320
-703
-69% -$15.3K ﹤0.01% 2756
2019
Q1 		$21K Sell
1,023
-925
-47% -$19.7K ﹤0.01% 2235
2018
Q4 		$37K Buy
1,948
+1,709
+715% +$33K ﹤0.01% 1483
2018
Q3 		$5K Sell
239
-410
-63% -$7.7K ﹤0.01% 3105
2018
Q2 		$12K Buy
649
+549
+549% +$9.58K ﹤0.01% 2695
2018
Q1 		$2K Sell
100
-2,451
-96% -$41.3K ﹤0.01% 2927
2017
Q4 		$42K Buy
2,551
+1,994
+358% +$34K 0.01% 1456
2017
Q3 		$10K Buy
557
+487
+696% +$8.05K ﹤0.01% 3064
2017
Q2 		$1K Buy
+70
New +$1.13K ﹤0.01% 2468
2017
Q1 		– Sell
-389
Closed -$6K – 3177
2016
Q4 		$6K Sell
389
-1,150
-75% -$17.1K ﹤0.01% 2931
2016
Q3 		$23K Buy
1,539
+626
+69% +$9.11K ﹤0.01% 1525
2016
Q2 		$12K Buy
913
+685
+300% +$9.53K ﹤0.01% 2646
2016
Q1 		$3K Buy
228
+192
+533% +$2.69K ﹤0.01% 3067
2015
Q4 		$0 Sell
36
-2,108
-98% -$30.9K ﹤0.01% 4554
2015
Q3 		$38K Buy
+2,144
New +$37.7K ﹤0.01% 1213
2015
Q2 		– Sell
-52
Closed -$1K – 4464
2015
Q1 		$1K Sell
52
-719
-93% -$12K ﹤0.01% 4035
2014
Q4 		$11K Sell
771
-2,032
-72% -$27.7K ﹤0.01% 2052
2014
Q3 		$37K Sell
2,803
-774
-22% -$10.6K ﹤0.01% 1790
2014
Q2 		$47K Sell
3,577
-3,985
-53% -$51.4K 0.01% 1332
2014
Q1 		$96K Buy
7,562
+7,360
+3,644% +$93.5K 0.01% 723
2013
Q4 		$3K Sell
202
-3,336
-94% -$40.9K ﹤0.01% 3821
2013
Q3 		$44K Buy
3,538
+2,448
+225% +$31.7K ﹤0.01% 2019
2013
Q2 		$14K Buy
+1,090
New +$12.8K ﹤0.01% 2034

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

Tower Research Capital (TRC)'s CSWC Position: Q1 2026 in Review

Tower Research Capital (TRC) opened a new position in Capital Southwest (CSWC) in Q1 2026: 802 shares worth $17.7K. The stake represents ﹤0.01% of the portfolio and ranks #3567 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in CSWC as recently as Q2 2025.

Tower Research Capital (TRC) first reported a position in CSWC in Q2 2013 and has held it in 44 quarters since. The position peaked at $96K in Q1 2014. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Tower Research Capital (TRC) held 802 shares of Capital Southwest worth $17.7K as of Q1 2026.
  • Capital Southwest was a new Tower Research Capital (TRC) position in Q1 2026.
  • Capital Southwest made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #3567 holding.
  • Tower Research Capital (TRC) first reported a position in Capital Southwest in Q2 2013 and has held it in 44 quarters since.
  • Tower Research Capital (TRC)'s Capital Southwest position peaked at $96K in Q1 2014.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.