Jones Financial Companies
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Jones Financial Companies’s SLR Investment Corp SLRC Stock Holding History

Jones Financial Companies’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 		$23.8K Buy
1,915
+1,642
+601% +$22.8K ﹤0.01% 3434
2026
Q1 		$3.8K Buy
+273
New +$4.05K ﹤0.01% 3945
2025
Q1 		– Sell
-559
Closed -$9.03K – 3847
2024
Q4 		$9.03K Buy
+559
New +$8.88K ﹤0.01% 2565

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

Jones Financial Companies's SLRC Position: Q2 2026 in Review

Jones Financial Companies increased its SLR Investment Corp (SLRC) stake by 601% in Q2 2026, buying an estimated $22.8K and bringing the position to 1,915 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3434.

Jones Financial Companies first reported a position in SLRC in Q4 2024 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold SLRC as of Q2 2026.

  • Jones Financial Companies held 1,915 shares of SLR Investment Corp worth $23.8K as of Q2 2026.
  • Jones Financial Companies bought 1,642 SLR Investment Corp shares in Q2 2026, an estimated $22.8K.
  • SLR Investment Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3434 holding.
  • Jones Financial Companies first reported a position in SLR Investment Corp in Q4 2024 and has held it in 3 quarters since.
  • 125 funds tracked by Wall St. Rank held SLR Investment Corp as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.