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JFS Wealth Advisors’s Capital Southwest CSWC Stock Holding History

JFS 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 		$1.64K Buy
+69
New +$1.61K ﹤0.01% 1668
2025
Q4 		– Sell
-200
Closed -$4.37K – 1929
2025
Q3 		$4.37K Buy
+200
New +$4.55K ﹤0.01% 1173

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
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
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

JFS Wealth Advisors's CSWC Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Capital Southwest (CSWC) in Q2 2026: 69 shares worth $1.64K. The stake represents ﹤0.01% of the portfolio and ranks #1668 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in CSWC as recently as Q3 2025.

JFS Wealth Advisors first reported a position in CSWC in Q3 2025 and has held it in 2 quarters since. The position peaked at $4.37K in Q3 2025. 189 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • JFS Wealth Advisors held 69 shares of Capital Southwest worth $1.64K as of Q2 2026.
  • Capital Southwest was a new JFS Wealth Advisors position in Q2 2026.
  • Capital Southwest made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1668 holding.
  • JFS Wealth Advisors first reported a position in Capital Southwest in Q3 2025 and has held it in 2 quarters since.
  • JFS Wealth Advisors's Capital Southwest position peaked at $4.37K in Q3 2025.
  • 189 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.