SageGuard Financial Group, LLC
Position in CSWC — Capital Southwest Corp
CIK 1861378
GOODLETTSVILLE, TN
Position in CSWC
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$214,342
-$53,960 QoQ
Shares Held
9,690
-20.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CSWC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026SageGuard Financial Group, LLC holds $2,117,513 across 7 Asset Management names. CSWC ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBDC |
Barings BDC, Inc.
|
108,117 | $889,802 | |
| 2 | ARCC |
Ares Capital Corp
|
16,346 | $294,554 | |
| 3 | CSWC |
Capital Southwest Corp
This page
|
9,690 | $214,342 | |
| 4 | GLAD |
Gladstone Capital Corp
|
12,038 | $208,859 | |
| 5 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
27,062 | $204,047 | |
| 6 | FSK |
FS KKR Capital Corp
|
15,093 | $153,646 | |
| 7 | HTGC |
Hercules Capital, Inc.
|
10,309 | $152,263 |
All Filings in CSWC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $214,342 | 9,690 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $268,302 | 12,113 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||