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Capital Southwest Corporation shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Capital Southwest Corporation

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All positions including Capital Southwest Corporation held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corporation by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $34k 1.6k 22.15

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

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