JFS Wealth Advisors
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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
Q3 		$1.6K Hold
69
– – ﹤0.01% 1661
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

Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
EPIQ Partners
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Womack Financial
Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JFS Wealth Advisors's CSWC Position: Q3 2026 in Review

JFS Wealth Advisors held its Capital Southwest (CSWC) position steady in Q3 2026 at 69 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

JFS Wealth Advisors first reported a position in CSWC in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.37K in Q3 2025. 81 funds tracked by Wall St. Rank hold CSWC as of Q3 2026.

  • JFS Wealth Advisors held 69 shares of Capital Southwest worth $1.6K as of Q3 2026.
  • JFS Wealth Advisors left its Capital Southwest share count unchanged in Q3 2026.
  • Capital Southwest made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1661 holding.
  • JFS Wealth Advisors first reported a position in Capital Southwest in Q3 2025 and has held it in 3 quarters since.
  • JFS Wealth Advisors's Capital Southwest position peaked at $4.37K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.