Highline Wealth Partners’s Capital Southwest CSWC Stock Holding History

Highline Wealth Partners’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	$49.8K	Buy	+2,094	New	+$49K	0.01%	230

Other funds holding CSWC

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Highline Wealth Partners's CSWC Position: Q2 2026 in Review

Highline Wealth Partners opened a new position in Capital Southwest (CSWC) in Q2 2026: 2,094 shares worth $49.8K. The stake represents 0.01% of the portfolio and ranks #230 among its holdings.

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

Highline Wealth Partners held 2,094 shares of Capital Southwest worth $49.8K as of Q2 2026.
Capital Southwest was a new Highline Wealth Partners position in Q2 2026.
Capital Southwest made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #230 holding.
30 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.