EverSource Wealth Advisors’s SLR Investment Corp SLRC Stock Holding History

EverSource Wealth 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 Q2	$49.5K	Hold	4,000	–	–	﹤0.01%	1785
2026 Q1	$57.2K	Hold	4,000	–	–	﹤0.01%	1786
2025 Q4	$61.8K	Hold	4,000	–	–	﹤0.01%	1613
2025 Q3	$61.2K	Hold	4,000	–	–	﹤0.01%	1558
2025 Q2	$64.6K	Hold	4,000	–	–	﹤0.01%	1462
2025 Q1	$67.4K	Hold	4,000	–	–	﹤0.01%	1085
2024 Q4	$64.6K	Hold	4,000	–	–	﹤0.01%	1072
2024 Q3	$60.2K	Buy	4,000 +1,000	+33%	+$15.6K	﹤0.01%	989
2024 Q2	$47K	Buy	+3,000	New	+$47.4K	﹤0.01%	1117

Other funds holding SLRC

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

EverSource Wealth Advisors's SLRC Position: Q2 2026 in Review

EverSource Wealth Advisors held its SLR Investment Corp (SLRC) position steady in Q2 2026 at 4,000 shares worth $49.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

EverSource Wealth Advisors first reported a position in SLRC in Q2 2024 and has held it in 9 quarters since. The position peaked at $67.4K in Q1 2025. 125 funds tracked by Wall St. Rank hold SLRC as of Q2 2026.

EverSource Wealth Advisors held 4,000 shares of SLR Investment Corp worth $49.5K as of Q2 2026.
EverSource Wealth Advisors left its SLR Investment Corp share count unchanged in Q2 2026.
SLR Investment Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1785 holding.
EverSource Wealth Advisors first reported a position in SLR Investment Corp in Q2 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's SLR Investment Corp position peaked at $67.4K in Q1 2025.
125 funds tracked by Wall St. Rank held SLR Investment Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.