SAG
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SageView Advisory Group’s Capital Southwest CSWC Stock Holding History

SageView Advisory 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
Q1 		– Sell
-1,551
Closed -$34.4K – 1007
2025
Q4 		$34.4K Buy
+1,551
New +$32.7K ﹤0.01% 1230

Other funds holding CSWC

Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

SageView Advisory Group's CSWC Position: Q1 2026 in Review

SageView Advisory Group sold out of Capital Southwest (CSWC) in Q1 2026, closing a stake of 1,551 shares — an estimated $34.4K sold.

SageView Advisory Group first reported a position in CSWC in Q4 2025 and held it in 1 quarter. The position peaked at $34.4K in Q4 2025. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • SageView Advisory Group reported no remaining Capital Southwest position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,551 Capital Southwest shares in Q1 2026, an estimated $34.4K.
  • SageView Advisory Group first reported a position in Capital Southwest in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Capital Southwest position peaked at $34.4K in Q4 2025.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.