SWA
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SOA Wealth Advisors’s Capital Southwest CSWC Stock Holding History

SOA Wealth 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
2025
Q2 		– Sell
-11
Closed -$246 – 892
2025
Q1 		$246 Hold
11
– – ﹤0.01% 820
2024
Q4 		$240 Buy
+11
New +$259 ﹤0.01% 810

Other funds holding CSWC

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $2.23B AUM 11.22% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

SOA Wealth Advisors's CSWC Position: Q2 2025 in Review

SOA Wealth Advisors sold out of Capital Southwest (CSWC) in Q2 2025, closing a stake of 11 shares — an estimated $246 sold.

SOA Wealth Advisors first reported a position in CSWC in Q4 2024 and held it in 2 quarters. The position peaked at $246 in Q1 2025. 177 funds tracked by Wall St. Rank hold CSWC as of Q2 2025.

  • SOA Wealth Advisors reported no remaining Capital Southwest position as of Q2 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 11 Capital Southwest shares in Q2 2025, an estimated $246.
  • SOA Wealth Advisors first reported a position in Capital Southwest in Q4 2024 and held it in 2 quarters.
  • SOA Wealth Advisors's Capital Southwest position peaked at $246 in Q1 2025.
  • 177 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.