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Virtus Investment Advisers’s Capital Southwest CSWC Stock Holding History

Virtus Investment Advisers’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 		$384K Sell
16,171
-6,293
-28% -$147K 0.09% 303
2026
Q1 		$497K Sell
22,464
-10,218
-31% -$231K 0.14% 215
2025
Q4 		$724K Sell
32,682
-7,479
-19% -$158K 0.2% 157
2025
Q3 		$878K Sell
40,161
-903
-2% -$20.6K 0.25% 148
2025
Q2 		$905K Sell
41,064
-3,100
-7% -$63.8K 0.31% 145
2025
Q1 		$986K Buy
+44,164
New +$997K 0.27% 157

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
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

Virtus Investment Advisers's CSWC Position: Q2 2026 in Review

Virtus Investment Advisers reduced its Capital Southwest (CSWC) stake by 28% in Q2 2026, selling an estimated $147K and leaving 16,171 shares worth $384K. The position accounts for 0.09% of the portfolio, ranked #303.

Virtus Investment Advisers first reported a position in CSWC in Q1 2025 and has held it in 6 quarters since. The position peaked at $986K in Q1 2025. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Virtus Investment Advisers held 16,171 shares of Capital Southwest worth $384K as of Q2 2026.
  • Virtus Investment Advisers sold 6,293 Capital Southwest shares in Q2 2026, an estimated $147K.
  • Capital Southwest made up 0.09% of Virtus Investment Advisers's portfolio in Q2 2026, its #303 holding.
  • Virtus Investment Advisers first reported a position in Capital Southwest in Q1 2025 and has held it in 6 quarters since.
  • Virtus Investment Advisers's Capital Southwest position peaked at $986K in Q1 2025.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.