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Advisornet Financial’s Capital Southwest CSWC Stock Holding History

Advisornet Financial’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
2025
Q4 		– Sell
-300
Closed -$6.56K – 2267
2025
Q3 		$6.56K Hold
300
– – ﹤0.01% 1639
2025
Q2 		$6.61K Sell
300
-308
-51% -$6.34K ﹤0.01% 1599
2025
Q1 		$13.6K Buy
+608
New +$13.7K ﹤0.01% 1323

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Advisornet Financial's CSWC Position: Q4 2025 in Review

Advisornet Financial sold out of Capital Southwest (CSWC) in Q4 2025, closing a stake of 300 shares — an estimated $6.56K sold.

Advisornet Financial first reported a position in CSWC in Q1 2025 and held it in 3 quarters. The position peaked at $13.6K in Q1 2025. 162 funds tracked by Wall St. Rank hold CSWC as of Q4 2025.

  • Advisornet Financial reported no remaining Capital Southwest position as of Q4 2025 after selling out during the quarter.
  • Advisornet Financial sold 300 Capital Southwest shares in Q4 2025, an estimated $6.56K.
  • Advisornet Financial first reported a position in Capital Southwest in Q1 2025 and held it in 3 quarters.
  • Advisornet Financial's Capital Southwest position peaked at $13.6K in Q1 2025.
  • 162 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2025.

Based on Advisornet Financial's 13F filing for Q4 2025, filed 20 Jan 2026.