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

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
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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. 48 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.
  • 48 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.