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Wilmington Savings Fund Society’s Capital Southwest CSWC Stock Holding History

Wilmington Savings Fund Society’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 		– Sell
-1,600
Closed -$35.4K – 1505
2026
Q1 		$35.4K Buy
+1,600
New +$36.2K ﹤0.01% 948

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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

Wilmington Savings Fund Society's CSWC Position: Q2 2026 in Review

Wilmington Savings Fund Society sold out of Capital Southwest (CSWC) in Q2 2026, closing a stake of 1,600 shares — an estimated $35.4K sold.

Wilmington Savings Fund Society first reported a position in CSWC in Q1 2026 and held it in 1 quarter. The position peaked at $35.4K in Q1 2026. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Wilmington Savings Fund Society reported no remaining Capital Southwest position as of Q2 2026 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 1,600 Capital Southwest shares in Q2 2026, an estimated $35.4K.
  • Wilmington Savings Fund Society first reported a position in Capital Southwest in Q1 2026 and held it in 1 quarter.
  • Wilmington Savings Fund Society's Capital Southwest position peaked at $35.4K in Q1 2026.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.