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Atria Wealth Solutions’s SLR Investment Corp SLRC Stock Holding History

Atria Wealth Solutions’s Portfolio SLRC Stock Details SLRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-39,312
Closed -$663K – 1854
2025
Q1 		$663K Sell
39,312
-300
-0.8% -$5.11K 0.01% 1057
2024
Q4 		$640K Sell
39,612
-1,300
-3% -$20.7K 0.01% 1134
2024
Q3 		$616K Sell
40,912
-254
-0.6% -$3.95K 0.01% 1135
2024
Q2 		$662K Sell
41,166
-4,976
-11% -$78.5K 0.01% 1087
2024
Q1 		$708K Buy
46,142
+24
+0.1% +$363 0.01% 1069
2023
Q4 		$693K Sell
46,118
-1,876
-4% -$28K 0.01% 1041
2023
Q3 		$739K Sell
47,994
-1,954
-4% -$29.4K 0.01% 949
2023
Q2 		$713K Sell
49,948
-1,949
-4% -$27.9K 0.01% 995
2023
Q1 		$788K Sell
51,897
-278
-0.5% -$4.18K 0.01% 906
2022
Q4 		$733K Buy
52,175
+1,024
+2% +$14.2K 0.01% 899
2022
Q3 		$637K Buy
+51,151
New +$750K 0.01% 901

Other funds holding SLRC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Atria Wealth Solutions's SLRC Position: Q2 2025 in Review

Atria Wealth Solutions sold out of SLR Investment Corp (SLRC) in Q2 2025, closing a stake of 39,312 shares — an estimated $663K sold.

Atria Wealth Solutions first reported a position in SLRC in Q3 2022 and held it in 11 quarters. The position peaked at $788K in Q1 2023. 128 funds tracked by Wall St. Rank hold SLRC as of Q2 2025.

  • Atria Wealth Solutions reported no remaining SLR Investment Corp position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 39,312 SLR Investment Corp shares in Q2 2025, an estimated $663K.
  • Atria Wealth Solutions first reported a position in SLR Investment Corp in Q3 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's SLR Investment Corp position peaked at $788K in Q1 2023.
  • 128 funds tracked by Wall St. Rank held SLR Investment Corp as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.