FFA
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Farther Finance Advisors’s Capital Southwest CSWC Stock Holding History

Farther Finance 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
Q3 		$47.4K Sell
2,048
-390
-16% -$9.43K ﹤0.01% 3469
2026
Q2 		$57.9K Sell
2,438
-264
-10% -$6.18K ﹤0.01% 3133
2026
Q1 		$59.3K Sell
2,702
-2,616
-49% -$59.2K ﹤0.01% 2873
2025
Q4 		$118K Buy
5,318
+43
+0.8% +$908 ﹤0.01% 2236
2025
Q3 		$115K Buy
5,275
+1,577
+43% +$35.9K ﹤0.01% 1954
2025
Q2 		$81.5K Buy
3,698
+3,281
+787% +$67.6K ﹤0.01% 1863
2025
Q1 		$9.36K Buy
417
+398
+2,095% +$8.99K ﹤0.01% 2769
2024
Q4 		$415 Hold
19
– – ﹤0.01% 3475
2024
Q3 		$481 Buy
+19
New +$481 ﹤0.01% 3441
2023
Q1 		– Sell
-25
Closed -$428 – 2366
2022
Q4 		$428 Buy
+25
New +$447 ﹤0.01% 1862

Other funds holding CSWC

EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Farther Finance Advisors's CSWC Position: Q3 2026 in Review

Farther Finance Advisors reduced its Capital Southwest (CSWC) stake by 16% in Q3 2026, selling an estimated $9.43K and leaving 2,048 shares worth $47.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3469.

Farther Finance Advisors first reported a position in CSWC in Q4 2022 and has held it in 10 quarters since. The position peaked at $118K in Q4 2025. 4 funds tracked by Wall St. Rank hold CSWC as of Q3 2026.

  • Farther Finance Advisors held 2,048 shares of Capital Southwest worth $47.4K as of Q3 2026.
  • Farther Finance Advisors sold 390 Capital Southwest shares in Q3 2026, an estimated $9.43K.
  • Capital Southwest made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3469 holding.
  • Farther Finance Advisors first reported a position in Capital Southwest in Q4 2022 and has held it in 10 quarters since.
  • Farther Finance Advisors's Capital Southwest position peaked at $118K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.