IFG Advisory’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
Other funds holding CSWC
SIS
SMH
EF
EF
MC
IFG Advisory's CSWC Position: Q2 2026 in Review
IFG Advisory opened a new position in Capital Southwest (CSWC) in Q2 2026: 3,500 shares worth $83.2K. The stake represents ﹤0.01% of the portfolio and ranks #1150 among its holdings. This is a return to the name: IFG Advisory previously reported a position in CSWC as recently as Q1 2022.
IFG Advisory first reported a position in CSWC in Q1 2022 and has held it in 2 quarters since. The position peaked at $272K in Q1 2022. 189 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.
- IFG Advisory held 3,500 shares of Capital Southwest worth $83.2K as of Q2 2026.
- Capital Southwest was a new IFG Advisory position in Q2 2026.
- Capital Southwest made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1150 holding.
- IFG Advisory first reported a position in Capital Southwest in Q1 2022 and has held it in 2 quarters since.
- IFG Advisory's Capital Southwest position peaked at $272K in Q1 2022.
- 189 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.
Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.