Steward Partners Investment Advisory’s Capital Southwest CSWC Stock Holding History

Steward Partners Investment Advisory’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	$43K	Buy	+1,810	New	+$42.3K	﹤0.01%	3033

Other funds holding CSWC

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

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

Steward Partners Investment Advisory's CSWC Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Capital Southwest (CSWC) in Q2 2026: 1,810 shares worth $43K. The stake represents ﹤0.01% of the portfolio and ranks #3033 among its holdings.

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

Steward Partners Investment Advisory held 1,810 shares of Capital Southwest worth $43K as of Q2 2026.
Capital Southwest was a new Steward Partners Investment Advisory position in Q2 2026.
Capital Southwest made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3033 holding.
142 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.