SFG
CSWC icon

SageGuard Financial Group’s Capital Southwest CSWC Stock Holding History

SageGuard Financial Group’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 		$217K Sell
9,122
-568
-6% -$13.3K 0.03% 200
2026
Q1 		$214K Sell
9,690
-2,423
-20% -$54.8K 0.03% 182
2025
Q4 		$268K Buy
+12,113
New +$256K 0.04% 149

Other funds holding CSWC

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
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SageGuard Financial Group's CSWC Position: Q2 2026 in Review

SageGuard Financial Group reduced its Capital Southwest (CSWC) stake by 5.9% in Q2 2026, selling an estimated $13.3K and leaving 9,122 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #200.

SageGuard Financial Group first reported a position in CSWC in Q4 2025 and has held it in 3 quarters since. The position peaked at $268K in Q4 2025. 88 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • SageGuard Financial Group held 9,122 shares of Capital Southwest worth $217K as of Q2 2026.
  • SageGuard Financial Group sold 568 Capital Southwest shares in Q2 2026, an estimated $13.3K.
  • Capital Southwest made up 0.03% of SageGuard Financial Group's portfolio in Q2 2026, its #200 holding.
  • SageGuard Financial Group first reported a position in Capital Southwest in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's Capital Southwest position peaked at $268K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.