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EverSource Wealth Advisors’s Capital Southwest CSWC Stock Holding History

EverSource 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 		$55.1K Sell
2,319
-10
-0.4% -$234 ﹤0.01% 1722
2026
Q1 		$51.5K Sell
2,329
-468
-17% -$10.6K ﹤0.01% 1855
2025
Q4 		$62K Sell
2,797
-258
-8% -$5.45K ﹤0.01% 1610
2025
Q3 		$66.8K Buy
3,055
+268
+10% +$6.1K ﹤0.01% 1493
2025
Q2 		$61.4K Buy
2,787
+428
+18% +$8.81K ﹤0.01% 1498
2025
Q1 		$52.7K Sell
2,359
-6
-0.3% -$135 ﹤0.01% 1218
2024
Q4 		$51.6K Buy
2,365
+25
+1% +$588 ﹤0.01% 1177
2024
Q3 		$59.2K Buy
2,340
+90
+4% +$2.28K ﹤0.01% 997
2024
Q2 		$57.8K Buy
+2,250
New +$57.7K ﹤0.01% 1023

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

EverSource Wealth Advisors's CSWC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Capital Southwest (CSWC) stake by 0.43% in Q2 2026, selling an estimated $234 and leaving 2,319 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1722.

EverSource Wealth Advisors first reported a position in CSWC in Q2 2024 and has held it in 9 quarters since. The position peaked at $66.8K in Q3 2025. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • EverSource Wealth Advisors held 2,319 shares of Capital Southwest worth $55.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 10 Capital Southwest shares in Q2 2026, an estimated $234.
  • Capital Southwest made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1722 holding.
  • EverSource Wealth Advisors first reported a position in Capital Southwest in Q2 2024 and has held it in 9 quarters since.
  • EverSource Wealth Advisors's Capital Southwest position peaked at $66.8K in Q3 2025.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.