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Vantage Financial Partners (Wisconsin)’s Capital Southwest CSWC Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q4 		$441K Hold
19,918
– – 0.09% 131
2025
Q3 		$435K Buy
+19,918
New +$453K 0.09% 128

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Two Sigma Investments
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SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s CSWC Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) held its Capital Southwest (CSWC) position steady in Q4 2025 at 19,918 shares worth $441K. The position accounts for 0.09% of the portfolio, ranked #131.

Vantage Financial Partners (Wisconsin) first reported a position in CSWC in Q3 2025 and has held it in 2 quarters since. 162 funds tracked by Wall St. Rank hold CSWC as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 19,918 shares of Capital Southwest worth $441K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) left its Capital Southwest share count unchanged in Q4 2025.
  • Capital Southwest made up 0.09% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #131 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Capital Southwest in Q3 2025 and has held it in 2 quarters since.
  • 162 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.