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Bard Associates’s SLR Investment Corp SLRC Stock Holding History

Bard Associates’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
Q3 		– Sell
-13,385
Closed -$216K – 174
2025
Q2 		$216K Sell
13,385
-150
-1% -$2.4K 0.07% 149
2025
Q1 		$228K Hold
13,535
– – 0.09% 148
2024
Q4 		$219K Hold
13,535
– – 0.07% 153
2024
Q3 		$204K Sell
13,535
-175
-1% -$2.72K 0.07% 156
2024
Q2 		$221K Hold
13,710
– – 0.08% 152
2024
Q1 		$210K Hold
13,710
– – 0.08% 154
2023
Q4 		$206K Sell
13,710
-765
-5% -$11.4K 0.08% 153
2023
Q3 		$223K Hold
14,475
– – 0.09% 152
2023
Q2 		$207K Hold
14,475
– – 0.08% 162
2023
Q1 		$220K Sell
14,475
-1,200
-8% -$18K 0.09% 160
2022
Q4 		$220K Sell
15,675
-725
-4% -$10.1K 0.09% 157
2022
Q3 		$204K Buy
16,400
+1,950
+13% +$28.6K 0.09% 153
2022
Q2 		$213K Buy
14,450
+2,400
+20% +$38.6K 0.09% 154
2022
Q1 		$218K Buy
+12,050
New +$220K 0.08% 160

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
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Bard Associates's SLRC Position: Q3 2025 in Review

Bard Associates sold out of SLR Investment Corp (SLRC) in Q3 2025, closing a stake of 13,385 shares — an estimated $216K sold.

Bard Associates first reported a position in SLRC in Q1 2022 and held it in 14 quarters. The position peaked at $228K in Q1 2025. 117 funds tracked by Wall St. Rank hold SLRC as of Q3 2025.

  • Bard Associates reported no remaining SLR Investment Corp position as of Q3 2025 after selling out during the quarter.
  • Bard Associates sold 13,385 SLR Investment Corp shares in Q3 2025, an estimated $216K.
  • Bard Associates first reported a position in SLR Investment Corp in Q1 2022 and held it in 14 quarters.
  • Bard Associates's SLR Investment Corp position peaked at $228K in Q1 2025.
  • 117 funds tracked by Wall St. Rank held SLR Investment Corp as of Q3 2025.

Based on Bard Associates's 13F filing for Q3 2025, filed 14 Nov 2025.