CSWC β€” CAPITAL SOUTHWEST CORP

Ownership history in Argent Trust Co  Β·  8 quarters on record

AI Ownership Summary

Argent Trust Co reported CAPITAL SOUTHWEST CORP (CSWC) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.1% in 2025 Q2. The latest visible filing shows CSWC at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CSWC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Argent Trust Co's position in CAPITAL SOUTHWEST CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CSWC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Argent Trust Co held CSWC β€” position size vs. price
% of Fund (quarterly)    CSWC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 9,294 -114,054 -92.5% 0.01% $203K 2025-11-12 $19.95
2025 Q2 ADDED 123,348 +42,532 +52.6% 0.10% $2.7M 2025-08-12 $21.08
2025 Q1 ADDED 80,816 +2,818 +3.6% 0.07% $1.8M 2025-05-09 $17.80
2024 Q4 REDUCED 77,998 -6,358 -7.5% 0.07% $1.7M 2025-02-13 $20.13
2024 Q3 ADDED 84,356 +11,875 +16.4% 0.09% $2.1M 2024-11-13 $19.40
2024 Q2 REDUCED 72,481 -6,643 -8.4% 0.08% $1.9M 2024-08-12 $19.50
2024 Q1 ADDED 79,124 +10,569 +15.4% 0.09% $2.0M 2024-05-10 $21.33
2023 Q4 INITIATED 68,555 β€” β€” 0.08% $1.6M 2024-02-09 $18.25

🏒 Other funds also holding CSWC

As of 2026 Q1 β€” sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.03%

FAQ About Argent Trust Co and CSWC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Argent Trust Co reported owning CSWC?

Argent Trust Co reported CSWC across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported CSWC position in Argent Trust Co's portfolio?

The largest reported portfolio weight for CSWC was 0.10% in 2025 Q2.

What is the latest reported CSWC position on this page?

The most recent filing on this page is 2025 Q3, when Argent Trust Co reported 9,294 shares, equal to 0.01% of portfolio, with an estimated market value of $203K.

What does the chart on this CSWC ownership page compare?

The chart compares Argent Trust Co's quarterly CSWC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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