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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

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
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
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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 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.

189 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.
  • 189 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.