WF
CSWC icon

Womack Financial’s Capital Southwest CSWC Stock Holding History

Womack 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
2026
Q2 		$5.48M Sell
230,538
-1,737
-0.7% -$40.6K 3.62% 8
2026
Q1 		$5.14M Buy
232,275
+15,150
+7% +$343K 3.78% 8
2025
Q4 		$4.81M Buy
217,125
+10,771
+5% +$227K 3.55% 8
2025
Q3 		$4.51M Buy
206,354
+7,031
+4% +$160K 3.42% 8
2025
Q2 		$4.39M Buy
199,323
+10,110
+5% +$208K 3.66% 7
2025
Q1 		$4.22M Buy
189,213
+1,825
+1% +$41.2K 3.87% 7
2024
Q4 		$4.09M Buy
+187,388
New +$4.41M 3.63% 7

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

Womack Financial's CSWC Position: Q2 2026 in Review

Womack Financial reduced its Capital Southwest (CSWC) stake by 0.75% in Q2 2026, selling an estimated $40.6K and leaving 230,538 shares worth $5.48M. The position accounts for 3.62% of the portfolio, ranked #8.

Womack Financial first reported a position in CSWC in Q4 2024 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Womack Financial held 230,538 shares of Capital Southwest worth $5.48M as of Q2 2026.
  • Womack Financial sold 1,737 Capital Southwest shares in Q2 2026, an estimated $40.6K.
  • Capital Southwest made up 3.62% of Womack Financial's portfolio in Q2 2026, its #8 holding.
  • Womack Financial first reported a position in Capital Southwest in Q4 2024 and has held it in 7 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Womack Financial's 13F filing for Q2 2026, filed 14 Aug 2026.