VanEck Associates
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VanEck Associates’s Capital Southwest CSWC Stock Holding History

VanEck Associates’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 		$36.3M Buy
1,526,667
+399,106
+35% +$9.34M 0.02% 344
2026
Q1 		$24.9M Sell
1,127,561
-252,755
-18% -$5.72M 0.02% 391
2025
Q4 		$30.6M Sell
1,380,316
-76,830
-5% -$1.62M 0.03% 311
2025
Q3 		$31.9M Buy
1,457,146
+109,846
+8% +$2.5M 0.03% 280
2025
Q2 		$29.7M Buy
1,347,300
+180,368
+15% +$3.71M 0.03% 282
2025
Q1 		$26M Sell
1,166,932
-23,272
-2% -$525K 0.03% 277
2024
Q4 		$26M Buy
1,190,204
+38,051
+3% +$896K 0.03% 278
2024
Q3 		$29.5M Buy
1,152,153
+92,936
+9% +$2.35M 0.04% 247
2024
Q2 		$27.6M Buy
1,059,217
+211,992
+25% +$5.44M 0.04% 230
2024
Q1 		$21.1M Buy
847,225
+115,727
+16% +$2.82M 0.03% 257
2023
Q4 		$17.3M Buy
731,498
+70,093
+11% +$1.56M 0.03% 280
2023
Q3 		$15.1M Buy
661,405
+69,265
+12% +$1.5M 0.03% 286
2023
Q2 		$11.7M Buy
592,140
+89,932
+18% +$1.66M 0.03% 322
2023
Q1 		$8.93M Buy
502,208
+62,981
+14% +$1.16M 0.02% 369
2022
Q4 		$7.51M Buy
439,227
+75,459
+21% +$1.35M 0.02% 385
2022
Q3 		$6.16M Sell
363,768
-4,101
-1% -$79K 0.02% 395
2022
Q2 		$6.78M Sell
367,869
-225,099
-38% -$4.95M 0.02% 396
2022
Q1 		$14.1M Buy
592,968
+213,942
+56% +$5.24M 0.03% 304
2021
Q4 		$9.58M Buy
379,026
+44,394
+13% +$1.19M 0.02% 381
2021
Q3 		$8.43M Sell
334,632
-1,642
-0.5% -$42.8K 0.02% 370
2021
Q2 		$7.81M Sell
336,274
-12,652
-4% -$314K 0.02% 382
2021
Q1 		$7.73M Buy
348,926
+70,550
+25% +$1.44M 0.02% 376
2020
Q4 		$4.94M Buy
278,376
+47,959
+21% +$754K 0.01% 381
2020
Q3 		$3.24M Buy
230,417
+23,161
+11% +$326K 0.01% 394
2020
Q2 		$2.79M Buy
207,256
+10,916
+6% +$141K 0.01% 434
2020
Q1 		$2.24M Buy
196,340
+17,008
+9% +$308K 0.01% 430
2019
Q4 		$3.73M Buy
+179,332
New +$3.88M 0.01% 413
2016
Q2 		– Sell
-35,983
Closed -$499K – 869
2016
Q1 		$499K Buy
+35,983
New +$505K ﹤0.01% 531
2015
Q4 		– Sell
-128,943
Closed -$2.24M – 772
2015
Q3 		$2.24M Buy
+128,943
New +$2.27M 0.02% 316

Other funds holding CSWC

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VanEck Associates's CSWC Position: Q2 2026 in Review

VanEck Associates increased its Capital Southwest (CSWC) stake by 35% in Q2 2026, buying an estimated $9.34M and bringing the position to 1,526,667 shares worth $36.3M. The position accounts for 0.02% of the portfolio, ranked #344.

VanEck Associates first reported a position in CSWC in Q3 2015 and has held it in 29 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • VanEck Associates held 1,526,667 shares of Capital Southwest worth $36.3M as of Q2 2026.
  • VanEck Associates bought 399,106 Capital Southwest shares in Q2 2026, an estimated $9.34M.
  • Capital Southwest made up 0.02% of VanEck Associates's portfolio in Q2 2026, its #344 holding.
  • VanEck Associates first reported a position in Capital Southwest in Q3 2015 and has held it in 29 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on VanEck Associates's 13F filing for Q2 2026, filed 14 Aug 2026.