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Capital Southwest Corporation shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

All positions including Capital Southwest Corporation held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corporation by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $62k 2.8k 22.15
2025-09-30 $67k 3.1k 21.86
2025-06-30 $61k 2.8k 22.04
2025-03-31 $53k 2.4k 22.32
2024-12-31 $52k 2.4k 21.82
2024-09-30 $59k 2.3k 25.29
2024-06-30 $58k 2.3k 25.67

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Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Two Sigma Advisers
Two Sigma Investments
Sound Income Strategies
UBS Group
Melia Wealth
Muzinich & Co
Cetera Investment Advisers
BlackRock
Legal & General Group
Envestnet Asset Management
Columbus Macro
Epiq Partners
Sumitomo Mitsui Trust Holdings
Raymond James Financial

View all funds holding Capital Southwest Corporation