BRWA
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B. Riley Wealth Advisors’s Capital Southwest CSWC Stock Holding History

B. Riley Wealth Advisors’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 		$1.64M Buy
69,775
+15
+0% +$351 0.09% 211
2026
Q1 		$1.5M Buy
69,760
+85
+0.1% +$1.92K 0.09% 207
2025
Q4 		$1.54M Sell
69,675
-20,837
-23% -$440K 0.07% 254
2025
Q3 		$1.98M Sell
90,512
-1,651
-2% -$37.6K 0.09% 204
2025
Q2 		$2.03M Buy
+92,163
New +$1.9M 0.1% 207
2024
Q4 		$1.1M Buy
50,626
+3,941
+8% +$92.8K 0.04% 426
2024
Q3 		$1.18M Sell
46,685
-2,298
-5% -$58.2K 0.03% 449
2024
Q2 		$1.28M Sell
48,983
-6,271
-11% -$161K 0.03% 463
2024
Q1 		$1.27M Buy
55,254
+923
+2% +$22.5K 0.03% 460
2023
Q4 		$1.29M Sell
54,331
-923
-2% -$20.6K 0.03% 461
2023
Q3 		$1.27M Sell
55,254
-15,589
-22% -$338K 0.03% 460
2023
Q2 		$1.4M Buy
70,843
+6,962
+11% +$128K 0.03% 463
2023
Q1 		$1.14M Buy
63,881
+2,336
+4% +$43K 0.03% 504
2022
Q4 		$1.05M Buy
61,545
+2,869
+5% +$51.3K 0.03% 518
2022
Q3 		$994K Buy
58,676
+6,948
+13% +$134K 0.03% 508
2022
Q2 		$953K Sell
51,728
-686
-1% -$15.1K 0.04% 435
2022
Q1 		$1.24M Buy
52,414
+126
+0.2% +$3.09K 0.04% 415
2021
Q4 		$1.32M Sell
52,288
-4,021
-7% -$107K 0.04% 446
2021
Q3 		$1.42M Sell
56,309
-222
-0.4% -$5.78K 0.05% 418
2021
Q2 		$1.31M Buy
56,531
+81
+0.1% +$2.01K 0.04% 437
2021
Q1 		$1.25M Buy
56,450
+512
+0.9% +$10.5K 0.04% 425
2020
Q4 		$993K Sell
55,938
-4,384
-7% -$69K 0.05% 332
2020
Q3 		$848K Buy
60,322
+5,416
+10% +$76.1K 0.05% 353
2020
Q2 		$741K Sell
54,906
-2,754
-5% -$35.6K 0.05% 337
2020
Q1 		$659K Buy
57,660
+367
+0.6% +$6.64K 0.06% 320
2019
Q4 		$1.19M Sell
57,293
-276
-0.5% -$5.97K 0.1% 218
2019
Q3 		$1.25M Buy
57,569
+315
+0.6% +$6.79K 0.12% 188
2019
Q2 		$1.2M Sell
57,254
-938
-2% -$20.4K 0.13% 170
2019
Q1 		$1.23M Sell
58,192
-27,663
-32% -$589K 0.15% 154
2018
Q4 		$1.65M Buy
85,855
+299
+0.3% +$5.77K 0.24% 96
2018
Q3 		$1.62M Sell
85,556
-14,604
-15% -$274K 0.19% 120
2018
Q2 		$1.81M Buy
100,160
+12,758
+15% +$223K 0.24% 101
2018
Q1 		$1.49M Buy
87,402
+8,003
+10% +$135K 0.21% 118
2017
Q4 		$1.31M Buy
+79,399
New +$1.35M 0.18% 142

Other funds holding CSWC

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
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

B. Riley Wealth Advisors's CSWC Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Capital Southwest (CSWC) stake by 0.02% in Q2 2026, buying an estimated $351 and bringing the position to 69,775 shares worth $1.64M. The position accounts for 0.09% of the portfolio, ranked #211.

B. Riley Wealth Advisors first reported a position in CSWC in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.03M in Q2 2025. 49 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • B. Riley Wealth Advisors held 69,775 shares of Capital Southwest worth $1.64M as of Q2 2026.
  • B. Riley Wealth Advisors bought 15 Capital Southwest shares in Q2 2026, an estimated $351.
  • Capital Southwest made up 0.09% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #211 holding.
  • B. Riley Wealth Advisors first reported a position in Capital Southwest in Q4 2017 and has held it in 34 quarters since.
  • B. Riley Wealth Advisors's Capital Southwest position peaked at $2.03M in Q2 2025.
  • 49 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.