Position in CSWC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$59,425
+$4,125 QoQ
Shares Held
2,500
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#145
of 190 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSWC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Washington Trust Advisors, Inc. holds $4,079,710 across 18 Asset Management names. CSWC ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,686 | $1,621,189 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
31,442 | $1,339,114 | |
| 3 | BX |
Blackstone Inc.
|
2,591 | $304,882 | |
| 4 | BAM |
Brookfield Asset Management Ltd.
|
4,360 | $195,546 | |
| 5 | AMP |
Ameriprise Financial Inc
|
420 | $192,679 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
2,600 | $104,598 | |
| 7 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
2,965 | $65,348 | |
| 8 | CSWC |
Capital Southwest Corp
This page
|
2,500 | $59,425 |
All Filings in CSWC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,425 | 2,500 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $55,300 | 2,500 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $55,375 | 2,500 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $93,998 | 4,300 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $110,200 | 5,000 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $111,600 | 5,000 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $109,100 | 5,000 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $126,450 | 5,000 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $130,450 | 5,000 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $124,800 | 5,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $118,500 | 5,000 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $114,500 | 5,000 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $72,451 | 3,674 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $65,323 | 3,674 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $71,375 | 4,174 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $70,707 | 4,174 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $76,885 | 4,174 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $79,922 | 3,368 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $143,489 | 5,676 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||