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Triumph Capital Management’s Capital Southwest CSWC Stock Holding History

Triumph Capital 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
2026
Q2 		$41.6K Buy
1,750
+350
+25% +$8.19K 0.01% 725
2026
Q1 		$31K Hold
1,400
– – 0.01% 759
2025
Q4 		$31K Buy
+1,400
New +$29.6K 0.01% 744

Other funds holding CSWC

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Triumph Capital Management's CSWC Position: Q2 2026 in Review

Triumph Capital Management increased its Capital Southwest (CSWC) stake by 25% in Q2 2026, buying an estimated $8.19K and bringing the position to 1,750 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #725.

Triumph Capital Management first reported a position in CSWC in Q4 2025 and has held it in 3 quarters since. 189 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Triumph Capital Management held 1,750 shares of Capital Southwest worth $41.6K as of Q2 2026.
  • Triumph Capital Management bought 350 Capital Southwest shares in Q2 2026, an estimated $8.19K.
  • Capital Southwest made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #725 holding.
  • Triumph Capital Management first reported a position in Capital Southwest in Q4 2025 and has held it in 3 quarters since.
  • 189 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.