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Fund Advisors of America Inc’s Capital Southwest CSWC Stock Holding History

Fund Advisors of America Inc’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 		$394K Sell
16,578
-1,848
-10% -$43.2K 0.36% 71
2026
Q1 		$408K Sell
18,426
-2,194
-11% -$49.7K 0.41% 67
2025
Q4 		$457K Buy
+20,620
New +$435K 0.42% 66

Other funds holding CSWC

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fund Advisors of America Inc's CSWC Position: Q2 2026 in Review

Fund Advisors of America Inc reduced its Capital Southwest (CSWC) stake by 10% in Q2 2026, selling an estimated $43.2K and leaving 16,578 shares worth $394K. The position accounts for 0.36% of the portfolio, ranked #71.

Fund Advisors of America Inc first reported a position in CSWC in Q4 2025 and has held it in 3 quarters since. The position peaked at $457K in Q4 2025. 179 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Fund Advisors of America Inc held 16,578 shares of Capital Southwest worth $394K as of Q2 2026.
  • Fund Advisors of America Inc sold 1,848 Capital Southwest shares in Q2 2026, an estimated $43.2K.
  • Capital Southwest made up 0.36% of Fund Advisors of America Inc's portfolio in Q2 2026, its #71 holding.
  • Fund Advisors of America Inc first reported a position in Capital Southwest in Q4 2025 and has held it in 3 quarters since.
  • Fund Advisors of America Inc's Capital Southwest position peaked at $457K in Q4 2025.
  • 179 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Fund Advisors of America Inc's 13F filing for Q2 2026, filed 11 Aug 2026.