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Beaird Harris Wealth Management’s Capital Southwest CSWC Stock Holding History

Beaird Harris Wealth Management’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 		– Sell
-197
Closed -$4.36K – 715
2026
Q1 		$4.36K Buy
+197
New +$4.46K ﹤0.01% 430

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

Beaird Harris Wealth Management's CSWC Position: Q2 2026 in Review

Beaird Harris Wealth Management sold out of Capital Southwest (CSWC) in Q2 2026, closing a stake of 197 shares — an estimated $4.36K sold.

Beaird Harris Wealth Management first reported a position in CSWC in Q1 2026 and held it in 1 quarter. The position peaked at $4.36K in Q1 2026. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Beaird Harris Wealth Management reported no remaining Capital Southwest position as of Q2 2026 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 197 Capital Southwest shares in Q2 2026, an estimated $4.36K.
  • Beaird Harris Wealth Management first reported a position in Capital Southwest in Q1 2026 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Capital Southwest position peaked at $4.36K in Q1 2026.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.