HWA
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Heritage Wealth Advisors’s Capital Southwest CSWC Stock Holding History

Heritage 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 		$23.3K Buy
+980
New +$22.9K ﹤0.01% 419

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

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

Heritage Wealth Advisors opened a new position in Capital Southwest (CSWC) in Q2 2026: 980 shares worth $23.3K. The stake represents ﹤0.01% of the portfolio and ranks #419 among its holdings.

190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Heritage Wealth Advisors held 980 shares of Capital Southwest worth $23.3K as of Q2 2026.
  • Capital Southwest was a new Heritage Wealth Advisors position in Q2 2026.
  • Capital Southwest made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #419 holding.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

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