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

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

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

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

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

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM