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LBMC Investment Advisors’s Capital Southwest CSWC Stock Holding History

LBMC Investment 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 		$434K Hold
18,250
– – 0.02% 168
2026
Q1 		$404K Hold
18,250
– – 0.02% 165
2025
Q4 		$404K Hold
18,250
– – 0.02% 150
2025
Q3 		$399K Hold
18,250
– – 0.03% 159
2025
Q2 		$402K Hold
18,250
– – 0.03% 136
2025
Q1 		$407K Hold
18,250
– – 0.03% 129
2024
Q4 		$398K Hold
18,250
– – 0.03% 131
2024
Q3 		$462K Hold
18,250
– – 0.04% 117
2024
Q2 		$476K Buy
+18,250
New +$468K 0.04% 109

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

LBMC Investment Advisors's CSWC Position: Q2 2026 in Review

LBMC Investment Advisors held its Capital Southwest (CSWC) position steady in Q2 2026 at 18,250 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #168.

LBMC Investment Advisors first reported a position in CSWC in Q2 2024 and has held it in 9 quarters since. The position peaked at $476K in Q2 2024. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • LBMC Investment Advisors held 18,250 shares of Capital Southwest worth $434K as of Q2 2026.
  • LBMC Investment Advisors left its Capital Southwest share count unchanged in Q2 2026.
  • Capital Southwest made up 0.02% of LBMC Investment Advisors's portfolio in Q2 2026, its #168 holding.
  • LBMC Investment Advisors first reported a position in Capital Southwest in Q2 2024 and has held it in 9 quarters since.
  • LBMC Investment Advisors's Capital Southwest position peaked at $476K in Q2 2024.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.