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J.W. Cole Advisors’s SLR Investment Corp SLRC Stock Holding History

J.W. Cole 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
2025
Q3 		– Sell
-14,904
Closed -$241K – 1591
2025
Q2 		$241K Buy
14,904
+633
+4% +$10.1K 0.01% 1262
2025
Q1 		$241K Buy
+14,271
New +$243K 0.01% 1067

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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 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
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

J.W. Cole Advisors's SLRC Position: Q3 2025 in Review

J.W. Cole Advisors sold out of SLR Investment Corp (SLRC) in Q3 2025, closing a stake of 14,904 shares — an estimated $241K sold.

J.W. Cole Advisors first reported a position in SLRC in Q1 2025 and held it in 2 quarters. The position peaked at $241K in Q1 2025. 117 funds tracked by Wall St. Rank hold SLRC as of Q3 2025.

  • J.W. Cole Advisors reported no remaining SLR Investment Corp position as of Q3 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 14,904 SLR Investment Corp shares in Q3 2025, an estimated $241K.
  • J.W. Cole Advisors first reported a position in SLR Investment Corp in Q1 2025 and held it in 2 quarters.
  • J.W. Cole Advisors's SLR Investment Corp position peaked at $241K in Q1 2025.
  • 117 funds tracked by Wall St. Rank held SLR Investment Corp as of Q3 2025.

Based on J.W. Cole Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.