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COFG Advisors’s SLR Investment Corp SLRC Stock Holding History

COFG Advisors’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 		$197K Buy
13,793
+382
+3% +$5.66K 0.05% 239
2025
Q4 		$207K Buy
+13,411
New +$204K 0.05% 221

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

COFG Advisors's SLRC Position: Q1 2026 in Review

COFG Advisors increased its SLR Investment Corp (SLRC) stake by 2.8% in Q1 2026, buying an estimated $5.66K and bringing the position to 13,793 shares worth $197K. The position accounts for 0.05% of the portfolio, ranked #239.

COFG Advisors first reported a position in SLRC in Q4 2025 and has held it in 2 quarters since. The position peaked at $207K in Q4 2025. 123 funds tracked by Wall St. Rank hold SLRC as of Q1 2026.

  • COFG Advisors held 13,793 shares of SLR Investment Corp worth $197K as of Q1 2026.
  • COFG Advisors bought 382 SLR Investment Corp shares in Q1 2026, an estimated $5.66K.
  • SLR Investment Corp made up 0.05% of COFG Advisors's portfolio in Q1 2026, its #239 holding.
  • COFG Advisors first reported a position in SLR Investment Corp in Q4 2025 and has held it in 2 quarters since.
  • COFG Advisors's SLR Investment Corp position peaked at $207K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held SLR Investment Corp as of Q1 2026.

Based on COFG Advisors's 13F filing for Q1 2026, filed 11 May 2026.