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Independent Financial Group’s SLR Investment Corp SLRC Stock Holding History

Independent Financial Group’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 		$347K Sell
28,066
-886
-3% -$12.3K 0.01% 1164
2026
Q1 		$414K Buy
28,952
+1,760
+6% +$26.1K 0.01% 1021
2025
Q4 		$420K Buy
27,192
+260
+1% +$3.96K 0.01% 980
2025
Q3 		$412K Buy
26,932
+4,710
+21% +$76.6K 0.01% 934
2025
Q2 		$359K Buy
22,222
+167
+0.8% +$2.67K 0.01% 933
2025
Q1 		$372K Buy
22,055
+628
+3% +$10.7K 0.01% 838
2024
Q4 		$346K Buy
21,427
+91
+0.4% +$1.45K 0.01% 847
2024
Q3 		$321K Buy
21,336
+406
+2% +$6.31K 0.01% 851
2024
Q2 		$337K Buy
20,930
+1,891
+10% +$29.9K 0.01% 775
2024
Q1 		$292K Buy
19,039
+56
+0.3% +$848 0.01% 796
2023
Q4 		$285K Buy
18,983
+1,086
+6% +$16.2K 0.02% 738
2023
Q3 		$275K Buy
17,897
+764
+4% +$11.5K 0.02% 695
2023
Q2 		$244K Buy
17,133
+125
+0.7% +$1.79K 0.02% 744
2023
Q1 		$256K Buy
17,008
+186
+1% +$2.79K 0.02% 681
2022
Q4 		$234K Sell
16,822
-46
-0.3% -$639 0.02% 665
2022
Q3 		$208K Hold
16,868
– – 0.02% 659
2022
Q2 		$247K Buy
+16,868
New +$271K 0.03% 567

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

Independent Financial Group's SLRC Position: Q2 2026 in Review

Independent Financial Group reduced its SLR Investment Corp (SLRC) stake by 3.1% in Q2 2026, selling an estimated $12.3K and leaving 28,066 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #1164.

Independent Financial Group first reported a position in SLRC in Q2 2022 and has held it in 17 quarters since. The position peaked at $420K in Q4 2025. 125 funds tracked by Wall St. Rank hold SLRC as of Q2 2026.

  • Independent Financial Group held 28,066 shares of SLR Investment Corp worth $347K as of Q2 2026.
  • Independent Financial Group sold 886 SLR Investment Corp shares in Q2 2026, an estimated $12.3K.
  • SLR Investment Corp made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1164 holding.
  • Independent Financial Group first reported a position in SLR Investment Corp in Q2 2022 and has held it in 17 quarters since.
  • Independent Financial Group's SLR Investment Corp position peaked at $420K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held SLR Investment Corp as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.