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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
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

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
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
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Avion Wealth's CSWC Position: Q2 2026 in Review

Avion Wealth increased its Capital Southwest (CSWC) stake by 80% in Q2 2026, buying an estimated $9.36K and bringing the position to 900 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Avion Wealth first reported a position in CSWC in Q4 2025 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Avion Wealth held 900 shares of Capital Southwest worth $21K as of Q2 2026.
  • Avion Wealth bought 400 Capital Southwest shares in Q2 2026, an estimated $9.36K.
  • Capital Southwest made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #381 holding.
  • Avion Wealth first reported a position in Capital Southwest in Q4 2025 and has held it in 3 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.