Atria Wealth Solutions’s Capital Southwest CSWC Stock Holding History

Atria Wealth Solutions’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 Q2	$215K	Buy	+9,738	New	+$201K	﹤0.01%	1355
2024 Q3	–	Sell	-7,668	Closed	-$200K	–	1947
2024 Q2	$200K	Buy	+7,668	New	+$197K	﹤0.01%	1787
2024 Q1	–	Sell	-13,670	Closed	-$324K	–	1976
2023 Q4	$324K	Sell	13,670 -1,434	-9%	-$32K	﹤0.01%	1442
2023 Q3	$346K	Sell	15,104 -2,004	-12%	-$43.4K	﹤0.01%	1324
2023 Q2	$337K	Buy	17,108 +1,784	+12%	+$32.9K	﹤0.01%	1364
2023 Q1	$272K	Buy	+15,324	New	+$282K	﹤0.01%	1473

Other funds holding CSWC

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

SMH

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Atria Wealth Solutions's CSWC Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Capital Southwest (CSWC) in Q2 2025: 9,738 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #1355 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in CSWC as recently as Q2 2024.

Atria Wealth Solutions first reported a position in CSWC in Q1 2023 and has held it in 6 quarters since. The position peaked at $346K in Q3 2023. 177 funds tracked by Wall St. Rank hold CSWC as of Q2 2025.

Atria Wealth Solutions held 9,738 shares of Capital Southwest worth $215K as of Q2 2025.
Capital Southwest was a new Atria Wealth Solutions position in Q2 2025.
Capital Southwest made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1355 holding.
Atria Wealth Solutions first reported a position in Capital Southwest in Q1 2023 and has held it in 6 quarters since.
Atria Wealth Solutions's Capital Southwest position peaked at $346K in Q3 2023.
177 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.