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 Q1	$11K	Hold	500	–	–	﹤0.01%	463
2025 Q4	$11K	Buy	+500	New	+$10.6K	﹤0.01%	458

Other funds holding CSWC

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SMH

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Avion Wealth's CSWC Position: Q1 2026 in Review

Avion Wealth held its Capital Southwest (CSWC) position steady in Q1 2026 at 500 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Avion Wealth first reported a position in CSWC in Q4 2025 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

Avion Wealth held 500 shares of Capital Southwest worth $11K as of Q1 2026.
Avion Wealth left its Capital Southwest share count unchanged in Q1 2026.
Capital Southwest made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #463 holding.
Avion Wealth first reported a position in Capital Southwest in Q4 2025 and has held it in 2 quarters since.
168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.