Triumph Capital Management
CSWC icon

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
Q3 		$40.5K Hold
1,750
– – 0.01% 756
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

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Columbus Macro
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Tectonic Advisors
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Sumitomo Mitsui Trust Group
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EPIQ Partners
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
Union Bancaire Privee
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Womack Financial
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LPL Financial
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Triumph Capital Management's CSWC Position: Q3 2026 in Review

Triumph Capital Management held its Capital Southwest (CSWC) position steady in Q3 2026 at 1,750 shares worth $40.5K. The position accounts for 0.01% of the portfolio, ranked #756.

Triumph Capital Management first reported a position in CSWC in Q4 2025 and has held it in 4 quarters since. The position peaked at $41.6K in Q2 2026. 81 funds tracked by Wall St. Rank hold CSWC as of Q3 2026.

  • Triumph Capital Management held 1,750 shares of Capital Southwest worth $40.5K as of Q3 2026.
  • Triumph Capital Management left its Capital Southwest share count unchanged in Q3 2026.
  • Capital Southwest made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #756 holding.
  • Triumph Capital Management first reported a position in Capital Southwest in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's Capital Southwest position peaked at $41.6K in Q2 2026.
  • 81 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.