Cornerstone Wealth Management, LLC
Position in CSWC — Capital Southwest Corp
CIK 1674117
ST. PETERS, MO
Position in CSWC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$970,125
+$72,319 QoQ
Shares Held
40,813
+0.6% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#68
of 190 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CSWC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $29,694,746 across 36 Asset Management names. CSWC ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
75,133 | $8,840,900 | |
| 2 | NBXG |
Neuberger Next Generation Connectivity Fund Inc.
|
141,404 | $2,338,822 | |
| 3 | KF |
Korea Fund Inc
|
29,628 | $2,228,321 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
41,903 | $1,685,757 | |
| 5 | NML |
Neuberger Energy Infrastructure & Income Fund Inc.
|
116,577 | $1,182,090 | |
| 6 | CSWC |
Capital Southwest Corp
This page
|
40,813 | $970,125 | |
| 7 | PFG |
Principal Financial Group Inc
|
8,406 | $905,998 | |
| 8 | PTY |
Pimco Corporate & Income Opportunity Fund
|
68,068 | $818,858 |
All Filings in CSWC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $970,125 | 40,813 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $897,806 | 40,588 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $904,495 | 40,835 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $941,794 | 43,083 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $947,830 | 43,005 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $944,560 | 42,319 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $854,602 | 39,166 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $951,131 | 37,609 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $985,027 | 37,755 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $913,536 | 36,600 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $792,196 | 33,426 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $725,769 | 31,693 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $573,043 | 29,059 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $477,215 | 26,840 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $277,443 | 16,378 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $274,071 | 14,879 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||