FIA
CSWC icon

Foundations Investment Advisors’s Capital Southwest CSWC Stock Holding History

Foundations Investment 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 		$3.07M Sell
129,161
-6,292
-5% -$147K 0.03% 330
2026
Q1 		$3M Buy
135,453
+5,605
+4% +$127K 0.04% 299
2025
Q4 		$2.88M Sell
129,848
-536
-0.4% -$11.3K 0.04% 291
2025
Q3 		$2.85M Buy
130,384
+12,188
+10% +$277K 0.04% 279
2025
Q2 		$2.61M Buy
118,196
+11,525
+11% +$237K 0.04% 275
2025
Q1 		$2.38M Buy
106,671
+5,437
+5% +$123K 0.04% 274
2024
Q4 		$2.21M Buy
101,234
+20,105
+25% +$473K 0.04% 273
2024
Q3 		$2.05M Buy
81,129
+13,726
+20% +$348K 0.04% 265
2024
Q2 		$1.76M Buy
67,403
+1,950
+3% +$50K 0.04% 250
2024
Q1 		$1.63M Buy
65,453
+10,895
+20% +$266K 0.04% 253
2023
Q4 		$1.33M Buy
+54,558
New +$1.22M 0.04% 269

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

Foundations Investment Advisors's CSWC Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Capital Southwest (CSWC) stake by 4.6% in Q2 2026, selling an estimated $147K and leaving 129,161 shares worth $3.07M. The position accounts for 0.03% of the portfolio, ranked #330.

Foundations Investment Advisors first reported a position in CSWC in Q4 2023 and has held it in 11 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Foundations Investment Advisors held 129,161 shares of Capital Southwest worth $3.07M as of Q2 2026.
  • Foundations Investment Advisors sold 6,292 Capital Southwest shares in Q2 2026, an estimated $147K.
  • Capital Southwest made up 0.03% of Foundations Investment Advisors's portfolio in Q2 2026, its #330 holding.
  • Foundations Investment Advisors first reported a position in Capital Southwest in Q4 2023 and has held it in 11 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.