Avion Wealth’s Capital Southwest CSWC Stock Holding History

Avion Wealth’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 Q3	$20K	Buy	906 +6	+0.7%	+$145	﹤0.01%	387
2026 Q2	$21K	Buy	900 +400	+80%	+$9.36K	﹤0.01%	381
2026 Q1	$11K	Hold	500	–	–	﹤0.01%	463
2025 Q4	$11K	Buy	+500	New	+$10.6K	﹤0.01%	458

Other funds holding CSWC

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return

Avion Wealth's CSWC Position: Q3 2026 in Review

Avion Wealth increased its Capital Southwest (CSWC) stake by 0.67% in Q3 2026, buying an estimated $145 and bringing the position to 906 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Avion Wealth first reported a position in CSWC in Q4 2025 and has held it in 4 quarters since. The position peaked at $21K in Q2 2026. 95 funds tracked by Wall St. Rank hold CSWC as of Q3 2026.

Avion Wealth held 906 shares of Capital Southwest worth $20K as of Q3 2026.
Avion Wealth bought 6 Capital Southwest shares in Q3 2026, an estimated $145.
Capital Southwest made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #387 holding.
Avion Wealth first reported a position in Capital Southwest in Q4 2025 and has held it in 4 quarters since.
Avion Wealth's Capital Southwest position peaked at $21K in Q2 2026.
95 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.