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Kestra Advisory Services’s SLR Investment Corp SLRC Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-7,116
Closed -$110K – 4223
2025
Q4 		$110K Buy
+7,116
New +$108K ﹤0.01% 3351

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
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Kestra Advisory Services's SLRC Position: Q1 2026 in Review

Kestra Advisory Services sold out of SLR Investment Corp (SLRC) in Q1 2026, closing a stake of 7,116 shares — an estimated $110K sold.

Kestra Advisory Services first reported a position in SLRC in Q4 2025 and held it in 1 quarter. The position peaked at $110K in Q4 2025. 123 funds tracked by Wall St. Rank hold SLRC as of Q1 2026.

  • Kestra Advisory Services reported no remaining SLR Investment Corp position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 7,116 SLR Investment Corp shares in Q1 2026, an estimated $110K.
  • Kestra Advisory Services first reported a position in SLR Investment Corp in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's SLR Investment Corp position peaked at $110K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held SLR Investment Corp as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.