Toth Financial Advisory’s Capital Southwest CSWC Stock Holding History

Toth Financial 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	$14.3K	Hold	600	–	–	﹤0.01%	546
2026 Q1	$13.3K	Hold	600	–	–	﹤0.01%	526
2025 Q4	$13.3K	Hold	600	–	–	﹤0.01%	519
2025 Q3	$13.1K	Hold	600	–	–	﹤0.01%	515
2025 Q2	$13.2K	Sell	600 -70	-10%	-$1.44K	﹤0.01%	463
2025 Q1	$15K	Hold	670	–	–	﹤0.01%	426
2024 Q4	$14.6K	Buy	670 +70	+12%	+$1.65K	﹤0.01%	430
2024 Q3	$15.2K	Hold	600	–	–	﹤0.01%	413
2024 Q2	$15.7K	Hold	600	–	–	﹤0.01%	422
2024 Q1	$15K	Hold	600	–	–	﹤0.01%	416
2023 Q4	$14.2K	Hold	600	–	–	﹤0.01%	421
2023 Q3	$13.7K	Hold	600	–	–	﹤0.01%	415
2023 Q2	$11.8K	Hold	600	–	–	﹤0.01%	446
2023 Q1	$10.7K	Hold	600	–	–	﹤0.01%	449
2022 Q4	$10.3K	Hold	600	–	–	﹤0.01%	441
2022 Q3	$10K	Buy	+600	New	+$11.6K	﹤0.01%	452
2020 Q4	–	Sell	-300	Closed	-$4K	–	600
2020 Q3	$4K	Hold	300	–	–	﹤0.01%	439
2020 Q2	$4K	Hold	300	–	–	﹤0.01%	418
2020 Q1	$3K	Hold	300	–	–	﹤0.01%	360
2019 Q4	$6K	Hold	300	–	–	﹤0.01%	342
2019 Q3	$7K	Hold	300	–	–	﹤0.01%	334
2019 Q2	$6K	Buy	+300	New	+$6.52K	﹤0.01%	355

Other funds holding CSWC

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

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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return