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

HHM 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 		$16.6K Hold
700
– – ﹤0.01% 558
2026
Q1 		$15.5K Hold
700
– – ﹤0.01% 550
2025
Q4 		$15.5K Hold
700
– – ﹤0.01% 537
2025
Q3 		$15.3K Buy
700
+200
+40% +$4.55K ﹤0.01% 557
2025
Q2 		$11K Hold
500
– – ﹤0.01% 595
2025
Q1 		$11.2K Hold
500
– – ﹤0.01% 575
2024
Q4 		$10.9K Hold
500
– – ﹤0.01% 582
2024
Q3 		$12.6K Hold
500
– – ﹤0.01% 529
2024
Q2 		$13K Buy
+500
New +$12.8K ﹤0.01% 517

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

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

HHM Wealth Advisors held its Capital Southwest (CSWC) position steady in Q2 2026 at 700 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

HHM Wealth Advisors first reported a position in CSWC in Q2 2024 and has held it in 9 quarters since. 189 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • HHM Wealth Advisors held 700 shares of Capital Southwest worth $16.6K as of Q2 2026.
  • HHM Wealth Advisors left its Capital Southwest share count unchanged in Q2 2026.
  • Capital Southwest made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #558 holding.
  • HHM Wealth Advisors first reported a position in Capital Southwest in Q2 2024 and has held it in 9 quarters since.
  • 189 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

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