Redmont Wealth Advisors’s Capital Southwest CSWC Stock Holding History

Redmont 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
2025 Q4	$7.42K	Sell	335 -67,541	-100%	-$1.43M	0.01%	209
2025 Q3	$1.48M	Buy	67,876 +11	+0%	+$250	2.07%	9
2025 Q2	$1.5M	Buy	67,865 +14,242	+27%	+$293K	2.19%	8
2025 Q1	$1.2M	Sell	53,623 -13,316	-20%	-$301K	2.33%	8
2024 Q4	$1.46M	Sell	66,939 -1,719	-3%	-$40.5K	2.52%	8
2024 Q3	$1.74M	Sell	68,658 -2,526	-4%	-$64K	2.69%	8
2024 Q2	$1.86M	Sell	71,184 -7,276	-9%	-$187K	2.92%	7
2024 Q1	$1.96M	Sell	78,460 -1,465	-2%	-$35.7K	2.71%	8
2023 Q4	$1.89M	Buy	79,925 +4,413	+6%	+$98.4K	2.76%	10
2023 Q3	$1.73M	Buy	75,512 +30,039	+66%	+$651K	3.04%	9
2023 Q2	$897K	Buy	+45,473	New	+$838K	1.54%	11

Other funds holding CSWC

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBP

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Redmont Wealth Advisors's CSWC Position: Q4 2025 in Review

Redmont Wealth Advisors reduced its Capital Southwest (CSWC) stake by 100% in Q4 2025, selling an estimated $1.43M and leaving 335 shares worth $7.42K. The position accounts for 0.01% of the portfolio, ranked #209.

Redmont Wealth Advisors first reported a position in CSWC in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.96M in Q1 2024. 162 funds tracked by Wall St. Rank hold CSWC as of Q4 2025.

Redmont Wealth Advisors held 335 shares of Capital Southwest worth $7.42K as of Q4 2025.
Redmont Wealth Advisors sold 67,541 Capital Southwest shares in Q4 2025, an estimated $1.43M.
Capital Southwest made up 0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #209 holding.
Redmont Wealth Advisors first reported a position in Capital Southwest in Q2 2023 and has held it in 11 quarters since.
Redmont Wealth Advisors's Capital Southwest position peaked at $1.96M in Q1 2024.
162 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.