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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

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

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Quarterly reported holdings in Capital Southwest Corporation by Ronald Blue Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $58k 2.6k 21.86
2025-06-30 $69k 3.1k 22.04
2025-03-31 $66k 3.0k 22.32
2024-12-31 $58k 2.7k 21.82
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

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Etf Ser Solutions Vident Us Equity (VUSE)
Ishares Tr Core Msci Pac (IPAC)
Ishares Tr Core S&p Us Vlu (IUSV)
Etf Ser Solutions Vident Us Bond (VBND)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Etf Ser Solutions Vident Internati (VIDI)
Ishares Tr Core S&p Us Gwt (IUSG)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core Us Aggbd Et (AGG)
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.
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