Mission Hills Financial Advisory’s Capital Southwest CSWC Stock Holding History

Mission Hills Financial Advisory’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	$305K	Buy	+12,836	New	+$300K	0.13%	62

Other funds holding CSWC

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Mission Hills Financial Advisory's CSWC Position: Q2 2026 in Review

Mission Hills Financial Advisory opened a new position in Capital Southwest (CSWC) in Q2 2026: 12,836 shares worth $305K. The stake represents 0.13% of the portfolio and ranks #62 among its holdings.

190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

Mission Hills Financial Advisory held 12,836 shares of Capital Southwest worth $305K as of Q2 2026.
Capital Southwest was a new Mission Hills Financial Advisory position in Q2 2026.
Capital Southwest made up 0.13% of Mission Hills Financial Advisory's portfolio in Q2 2026, its #62 holding.
190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.