Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s SLR Investment Corp SLRC Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$22.8K Sell
1,594
-600
-27% -$8.89K ﹤0.01% 4326
2025
Q4 		$34K Sell
2,194
-173
-7% -$2.64K ﹤0.01% 3876
2025
Q3 		$36K Buy
2,367
+1,617
+216% +$26.3K ﹤0.01% 3771
2025
Q2 		$12K Buy
750
+626
+505% +$10K ﹤0.01% 4217
2025
Q1 		$2K Hold
124
– – ﹤0.01% 4812
2024
Q4 		$2K Buy
+124
New +$1.97K ﹤0.01% 4608

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
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 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
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SLRC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its SLR Investment Corp (SLRC) stake by 27% in Q1 2026, selling an estimated $8.89K and leaving 1,594 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4326.

Carson Wealth (CWM LLC) first reported a position in SLRC in Q4 2024 and has held it in 6 quarters since. The position peaked at $36K in Q3 2025. 123 funds tracked by Wall St. Rank hold SLRC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,594 shares of SLR Investment Corp worth $22.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 600 SLR Investment Corp shares in Q1 2026, an estimated $8.89K.
  • SLR Investment Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4326 holding.
  • Carson Wealth (CWM LLC) first reported a position in SLR Investment Corp in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s SLR Investment Corp position peaked at $36K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held SLR Investment Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.