Focus Partners Wealth
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Focus Partners Wealth’s SLR Investment Corp SLRC Stock Holding History

Focus Partners Wealth’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 		– Sell
-10,829
Closed -$155K – 2952
2026
Q1 		$155K Buy
10,829
+627
+6% +$9.29K ﹤0.01% 2459
2025
Q4 		$158K Buy
+10,202
New +$155K ﹤0.01% 2485

Other funds holding SLRC

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
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
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MC
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Focus Partners Wealth's SLRC Position: Q2 2026 in Review

Focus Partners Wealth sold out of SLR Investment Corp (SLRC) in Q2 2026, closing a stake of 10,829 shares — an estimated $155K sold.

Focus Partners Wealth first reported a position in SLRC in Q4 2025 and held it in 2 quarters. The position peaked at $158K in Q4 2025. 125 funds tracked by Wall St. Rank hold SLRC as of Q2 2026.

  • Focus Partners Wealth reported no remaining SLR Investment Corp position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 10,829 SLR Investment Corp shares in Q2 2026, an estimated $155K.
  • Focus Partners Wealth first reported a position in SLR Investment Corp in Q4 2025 and held it in 2 quarters.
  • Focus Partners Wealth's SLR Investment Corp position peaked at $158K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held SLR Investment Corp as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.