Position in CSWC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,002,000
+$95,766 QoQ
Shares Held
42,154
+2.9% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#67
of 190 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSWC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Symphony Financial, Ltd. Co. holds $2,692,273 across 5 Asset Management names. CSWC ranks #1 (37.2% of the industry book) .
All Filings in CSWC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,002,000 | 42,154 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $906,234 | 40,969 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $873,618 | 39,441 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||