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IFP Advisors’s Capital Southwest CSWC Stock Holding History

IFP 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
2025
Q3 		– Sell
-475
Closed -$10.5K – 4855
2025
Q2 		$10.5K Buy
+475
New +$9.78K ﹤0.01% 2886
2025
Q1 		– Sell
-650
Closed -$14.2K – 4385
2024
Q4 		$14.2K Hold
650
– – ﹤0.01% 2403
2024
Q3 		$16.4K Buy
+650
New +$16.5K ﹤0.01% 2225
2017
Q4 		– Sell
-3,156
Closed -$54K – 3848
2017
Q3 		$54K Hold
3,156
– – ﹤0.01% 1944
2017
Q2 		$51K Buy
+3,156
New +$50.9K ﹤0.01% 1957

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return

IFP Advisors's CSWC Position: Q3 2025 in Review

IFP Advisors sold out of Capital Southwest (CSWC) in Q3 2025, closing a stake of 475 shares — an estimated $10.5K sold.

IFP Advisors first reported a position in CSWC in Q2 2017 and held it in 5 quarters. The position peaked at $54K in Q3 2017. 164 funds tracked by Wall St. Rank hold CSWC as of Q3 2025.

  • IFP Advisors reported no remaining Capital Southwest position as of Q3 2025 after selling out during the quarter.
  • IFP Advisors sold 475 Capital Southwest shares in Q3 2025, an estimated $10.5K.
  • IFP Advisors first reported a position in Capital Southwest in Q2 2017 and held it in 5 quarters.
  • IFP Advisors's Capital Southwest position peaked at $54K in Q3 2017.
  • 164 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.