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Capital Southwest Corporation shares owned by Independent Financial Group

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group investment in Capital Southwest Corporation

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All positions including Capital Southwest Corporation held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corporation by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $407k 18k 22.12
2025-06-30 $231k 11k 22.04
2025-03-31 $329k 15k 22.32
2024-12-31 $301k 14k 21.82
2024-09-30 $332k 13k 25.29
2024-06-30 $304k 12k 26.09

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Top funds holding Capital Southwest Corporation

Two Sigma Investments
Van Eck Associates Corp.
Sanders Morris Harris
Sound Income Strategies
UBS Group
Empowered Funds
Melia Wealth
Cetera Investment Advisers
Legal & General Group
Muzinich & Co
Envestnet Asset Management
Columbus Macro
Franklin Resources
Epiq Partners
Sumitomo Mitsui Trust Holdings

View all funds holding Capital Southwest Corporation