Washington Trust Advisors’s Capital Southwest CSWC Stock Holding History

Washington Trust Advisors’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 Q1	$55.3K	Hold	2,500	–	–	﹤0.01%	346
2025 Q4	$55.4K	Sell	2,500 -1,800	-42%	-$38K	﹤0.01%	347
2025 Q3	$94K	Sell	4,300 -700	-14%	-$15.9K	0.01%	292
2025 Q2	$110K	Hold	5,000	–	–	0.01%	248
2025 Q1	$112K	Hold	5,000	–	–	0.01%	247
2024 Q4	$109K	Hold	5,000	–	–	0.01%	252
2024 Q3	$126K	Hold	5,000	–	–	0.01%	238
2024 Q2	$130K	Hold	5,000	–	–	0.01%	231
2024 Q1	$125K	Hold	5,000	–	–	0.01%	227
2023 Q4	$119K	Hold	5,000	–	–	0.01%	232
2023 Q3	$115K	Buy	5,000 +1,326	+36%	+$28.7K	0.01%	225
2023 Q2	$72.5K	Hold	3,674	–	–	0.01%	260
2023 Q1	$65.3K	Sell	3,674 -500	-12%	-$9.2K	0.01%	285
2022 Q4	$71.4K	Hold	4,174	–	–	0.01%	276
2022 Q3	$71K	Hold	4,174	–	–	0.01%	334
2022 Q2	$77K	Buy	4,174 +806	+24%	+$17.7K	0.01%	335
2022 Q1	$80K	Sell	3,368 -2,308	-41%	-$56.6K	0.01%	371
2021 Q4	$143K	Buy	+5,676	New	+$152K	0.01%	306

Other funds holding CSWC

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Washington Trust Advisors's CSWC Position: Q1 2026 in Review

Washington Trust Advisors held its Capital Southwest (CSWC) position steady in Q1 2026 at 2,500 shares worth $55.3K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Washington Trust Advisors first reported a position in CSWC in Q4 2021 and has held it in 18 quarters since. The position peaked at $143K in Q4 2021. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

Washington Trust Advisors held 2,500 shares of Capital Southwest worth $55.3K as of Q1 2026.
Washington Trust Advisors left its Capital Southwest share count unchanged in Q1 2026.
Capital Southwest made up ﹤0.01% of Washington Trust Advisors's portfolio in Q1 2026, its #346 holding.
Washington Trust Advisors first reported a position in Capital Southwest in Q4 2021 and has held it in 18 quarters since.
Washington Trust Advisors's Capital Southwest position peaked at $143K in Q4 2021.
168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.