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Capital Southwest Corporation shares owned by Sequoia Financial Advisors

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

Historical chart of Sequoia Financial Advisors investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Southwest Corporation by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 8.8k 23.77

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Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
UBS Group
Two Sigma Investments
Sound Income Strategies
Sanders Morris Harris
Empowered Funds
Empirical Finance
Legal & General Group
Cetera Investment Advisers
Muzinich & Co
Envestnet Asset Management
LPL Financial
Franklin Resources
Melia Wealth
Columbus Macro

View all funds holding Capital Southwest Corporation