IFG Advisory’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
Other funds holding CSWC
IFG Advisory's CSWC Position: Q3 2026 in Review
IFG Advisory increased its Capital Southwest (CSWC) stake by 1.4% in Q3 2026, buying an estimated $1.18K and bringing the position to 3,549 shares worth $82.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.
IFG Advisory first reported a position in CSWC in Q1 2022 and has held it in 3 quarters since. The position peaked at $272K in Q1 2022. 86 funds tracked by Wall St. Rank hold CSWC as of Q3 2026.
- IFG Advisory held 3,549 shares of Capital Southwest worth $82.1K as of Q3 2026.
- IFG Advisory bought 49 Capital Southwest shares in Q3 2026, an estimated $1.18K.
- Capital Southwest made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1133 holding.
- IFG Advisory first reported a position in Capital Southwest in Q1 2022 and has held it in 3 quarters since.
- IFG Advisory's Capital Southwest position peaked at $272K in Q1 2022.
- 86 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2026.
Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.