Sequoia Financial Advisors’s Capital Southwest CSWC Stock Holding History

Sequoia Financial 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
2026 Q2	$210K	Buy	+8,825	New	+$206K	﹤0.01%	1951

Other funds holding CSWC

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

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

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Sequoia Financial Advisors's CSWC Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Capital Southwest (CSWC) in Q2 2026: 8,825 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1951 among its holdings.

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

Sequoia Financial Advisors held 8,825 shares of Capital Southwest worth $210K as of Q2 2026.
Capital Southwest was a new Sequoia Financial Advisors position in Q2 2026.
Capital Southwest made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1951 holding.
30 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.