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Capital Southwest Corporation shares owned by Global Retirement Partners

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Global Retirement Partners from 13F filings

Historical chart of Global Retirement Partners investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

All positions including Capital Southwest Corporation held by Global Retirement Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corporation by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $270k 12k 21.86
2025-06-30 $280k 13k 22.04
2024-12-31 $558k 26k 21.82
2024-09-30 $924k 37k 25.29
2024-06-30 $1.0M 39k 26.09
2024-03-31 $13k 531 24.96
2023-12-31 $26k 1.0k 25.29

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View all positions for Global Retirement Partners

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Sanders Morris Harris
Two Sigma Advisers
Two Sigma Investments
UBS Group
Sound Income Strategies
Melia Wealth
BlackRock
Asset Management Investors
Cetera Investment Advisers
Envestnet Asset Management
Legal & General Group
Columbus Macro
Franklin Resources
Raymond James Financial

View all funds holding Capital Southwest Corporation