Action Point Financial Planning’s Capital Southwest CSWC Stock Holding History

Action Point Financial Planning’s Portfolio CSWC Stock Details CSWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$333	Buy	+14	New	+$328	﹤0.01%	2672

Other funds holding CSWC

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Action Point Financial Planning's CSWC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Capital Southwest (CSWC) in Q2 2026: 14 shares worth $333. The stake represents ﹤0.01% of the portfolio and ranks #2672 among its holdings.

190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

Action Point Financial Planning held 14 shares of Capital Southwest worth $333 as of Q2 2026.
Capital Southwest was a new Action Point Financial Planning position in Q2 2026.
Capital Southwest made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2672 holding.
190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.