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 Q3	$13.9K	Hold	600	–	–	﹤0.01%	550
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

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Toth Financial Advisory's CSWC Position: Q3 2026 in Review

Toth Financial Advisory held its Capital Southwest (CSWC) position steady in Q3 2026 at 600 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Toth Financial Advisory first reported a position in CSWC in Q2 2019 and has held it in 23 quarters since. The position peaked at $15.7K in Q2 2024. 24 funds tracked by Wall St. Rank hold CSWC as of Q3 2026.

Toth Financial Advisory held 600 shares of Capital Southwest worth $13.9K as of Q3 2026.
Toth Financial Advisory left its Capital Southwest share count unchanged in Q3 2026.
Capital Southwest made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #550 holding.
Toth Financial Advisory first reported a position in Capital Southwest in Q2 2019 and has held it in 23 quarters since.
Toth Financial Advisory's Capital Southwest position peaked at $15.7K in Q2 2024.
24 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.