LRI Investments’s Capital Southwest CSWC Stock Holding History

LRI Investments’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	$5.94K	Hold	250	–	–	﹤0.01%	1113
2026 Q1	$5.53K	Hold	250	–	–	﹤0.01%	1068
2025 Q4	$5.54K	Hold	250	–	–	﹤0.01%	1025
2025 Q3	$5.46K	Hold	250	–	–	﹤0.01%	1026
2025 Q2	$5.51K	Hold	250	–	–	﹤0.01%	1000
2025 Q1	$5.58K	Buy	+250	New	+$5.64K	﹤0.01%	919

Other funds holding CSWC

SMH

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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

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

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

CIM

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

HWAM

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

LRI Investments's CSWC Position: Q2 2026 in Review

LRI Investments held its Capital Southwest (CSWC) position steady in Q2 2026 at 250 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

LRI Investments first reported a position in CSWC in Q1 2025 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

LRI Investments held 250 shares of Capital Southwest worth $5.94K as of Q2 2026.
LRI Investments left its Capital Southwest share count unchanged in Q2 2026.
Capital Southwest made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1113 holding.
LRI Investments first reported a position in Capital Southwest in Q1 2025 and has held it in 6 quarters since.
20 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.