VF
CSWC icon

Virtu Financial’s Capital Southwest CSWC Stock Holding History

Virtu Financial’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
2025
Q4 		– Sell
-11,154
Closed -$244K – 1772
2025
Q3 		$244K Buy
+11,154
New +$254K 0.01% 838
2024
Q1 		– Sell
-12,547
Closed -$297K – 1521
2023
Q4 		$297K Buy
+12,547
New +$280K 0.02% 605
2022
Q3 		– Sell
-13,653
Closed -$251K – 1808
2022
Q2 		$251K Buy
+13,653
New +$301K 0.02% 657
2022
Q1 		– Sell
-15,505
Closed -$392K – 1593
2021
Q4 		$392K Buy
+15,505
New +$414K 0.04% 483
2021
Q3 		– Sell
-26,572
Closed -$617K – 1585
2021
Q2 		$617K Buy
+26,572
New +$659K 0.06% 389
2020
Q3 		– Sell
-22,807
Closed -$307K – 1144
2020
Q2 		$307K Buy
+22,807
New +$295K 0.04% 538

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return