Position in CSWC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,658,551
+$115,460 QoQ
Shares Held
69,775
+0.0% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#52
of 190 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSWC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $51,293,701 across 79 Asset Management names. CSWC ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
405,048 | $7,250,359 | |
| 2 | BX |
Blackstone Inc.
|
55,522 | $6,533,273 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
454,953 | $5,918,938 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
75,577 | $2,661,821 | |
| 5 | GLAD |
Gladstone Capital Corp
|
135,581 | $2,632,983 | |
| 6 | RA |
Brookfield Real Assets Income Fund Inc.
|
133,545 | $1,720,059 | |
| 7 | CSWC |
Capital Southwest Corp
This page
|
69,775 | $1,658,551 | |
| 8 | MAIN |
Main Street Capital CORP
|
26,913 | $1,396,246 |
All Filings in CSWC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,658,551 | 69,775 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,543,091 | 69,760 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,543,301 | 69,675 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,978,592 | 90,512 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,031,272 | 92,163 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $1,104,659 | 50,626 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $1,180,663 | 46,685 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,277,966 | 48,983 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,379,139 | 55,254 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,287,644 | 54,331 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $1,265,316 | 55,254 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $1,397,023 | 70,843 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,135,804 | 63,881 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,052,419 | 61,545 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $993,971 | 58,676 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $952,829 | 51,728 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,243,784 | 52,414 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,321,840 | 52,288 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,417,860 | 56,309 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,313,215 | 56,531 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,250,932 | 56,450 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $992,899 | 55,938 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $847,524 | 60,322 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $740,132 | 54,906 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $658,477 | 57,660 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||