Ronald Blue Trust »

Capital Southwest Corporation shares owned by Ronald Blue Trust

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Ronald Blue Trust from 13F filings

Historical chart of Ronald Blue Trust investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

All positions including Capital Southwest Corporation held by Ronald Blue Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Southwest Corporation by Ronald Blue Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $187k 7.1k 26.09
2024-06-30 $11k 436 24.96
2024-03-31 $1.6k 64 24.95
2023-12-31 $0 4 0.00

More positions owned by Ronald Blue Trust

Etf Ser Solutions Vident Us Equity (VUSE)
Ishares Tr Core Msci Pac (IPAC)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Etf Ser Solutions Vident Us Bond (VBND)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Etf Ser Solutions Vident Internati (VIDI)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Ronald Blue Trust

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Two Sigma Advisers
Asset Management Investors
Sanders Morris Harris
Sound Income Strategies
Two Sigma Investments
Invesco
Harbor Capital Advisors
Melia Wealth
First Manhattan
Tectonic Advisors
Hennion & Walsh Asset Management
BlackRock
LPL Financial
Advisors Asset Management

View all funds holding Capital Southwest Corporation