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Kelleher Financial Advisors’s SLR Investment Corp SLRC Stock Holding History

Kelleher Financial 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 		$44.1K Sell
3,562
-20,916
-85% -$291K 0.01% 457
2026
Q1 		$349K Buy
24,478
+22,789
+1,349% +$338K 0.09% 147
2025
Q4 		$26.1K Buy
+1,689
New +$25.7K 0.01% 479
2025
Q3 		– Sell
-18,748
Closed -$303K – 658
2025
Q2 		$303K Buy
18,748
+36
+0.2% +$576 0.11% 107
2025
Q1 		$315K Buy
18,712
+2,798
+18% +$47.6K 0.13% 96
2024
Q4 		$257K Buy
15,914
+1,254
+9% +$19.9K 0.1% 100
2024
Q3 		$221K Buy
14,660
+195
+1% +$3.03K 0.08% 106
2024
Q2 		$233K Buy
14,465
+210
+1% +$3.31K 0.1% 98
2024
Q1 		$219K Buy
14,255
+236
+2% +$3.57K 0.09% 113
2023
Q4 		$211K Sell
14,019
-550
-4% -$8.2K 0.1% 96
2023
Q3 		$224K Sell
14,569
-82
-0.6% -$1.24K 0.11% 94
2023
Q2 		$209K Buy
+14,651
New +$210K 0.12% 100
2022
Q4 		– Sell
-10,243
Closed -$126K – 117
2022
Q3 		$126K Sell
10,243
-9,214
-47% -$135K 0.09% 104
2022
Q2 		$284K Buy
19,457
+2,571
+15% +$41.3K 0.13% 106
2022
Q1 		$306K Buy
16,886
+103
+0.6% +$1.88K 0.17% 94
2021
Q4 		$309K Sell
16,783
-6,071
-27% -$116K 0.16% 94
2021
Q3 		$436K Buy
22,854
+7,940
+53% +$151K 0.19% 105
2021
Q2 		$278K Buy
+14,914
New +$280K 0.16% 96
2020
Q3 		– Sell
-10,267
Closed -$164K – 112
2020
Q2 		$164K Buy
10,267
+122
+1% +$1.85K 0.16% 94
2020
Q1 		$118K Sell
10,145
-180
-2% -$3.28K 0.14% 86
2019
Q4 		$213K Hold
10,325
– – 0.21% 87
2019
Q3 		$213K Buy
+10,325
New +$212K 0.26% 78

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

Kelleher Financial Advisors's SLRC Position: Q2 2026 in Review

Kelleher Financial Advisors reduced its SLR Investment Corp (SLRC) stake by 85% in Q2 2026, selling an estimated $291K and leaving 3,562 shares worth $44.1K. The position accounts for 0.01% of the portfolio, ranked #457.

Kelleher Financial Advisors first reported a position in SLRC in Q3 2019 and has held it in 22 quarters since. The position peaked at $436K in Q3 2021. 125 funds tracked by Wall St. Rank hold SLRC as of Q2 2026.

  • Kelleher Financial Advisors held 3,562 shares of SLR Investment Corp worth $44.1K as of Q2 2026.
  • Kelleher Financial Advisors sold 20,916 SLR Investment Corp shares in Q2 2026, an estimated $291K.
  • SLR Investment Corp made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #457 holding.
  • Kelleher Financial Advisors first reported a position in SLR Investment Corp in Q3 2019 and has held it in 22 quarters since.
  • Kelleher Financial Advisors's SLR Investment Corp position peaked at $436K in Q3 2021.
  • 125 funds tracked by Wall St. Rank held SLR Investment Corp as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.