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
2025
Q4 		$34.4K Buy
+1,551
New +$32.7K ﹤0.01% 1230

Other funds holding CSWC

VanEck Associates
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
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SageView Advisory Group's CSWC Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Capital Southwest (CSWC) in Q4 2025: 1,551 shares worth $34.4K. The stake represents ﹤0.01% of the portfolio and ranks #1230 among its holdings.

162 funds tracked by Wall St. Rank hold CSWC as of Q4 2025.

  • SageView Advisory Group held 1,551 shares of Capital Southwest worth $34.4K as of Q4 2025.
  • Capital Southwest was a new SageView Advisory Group position in Q4 2025.
  • Capital Southwest made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1230 holding.
  • 162 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.