Lido Advisors
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Lido Advisors’s SLR Investment Corp SLRC Stock Holding History

Lido 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 		– Sell
-53,382
Closed -$764K – 2259
2026
Q1 		$764K Buy
53,382
+11,600
+28% +$172K ﹤0.01% 1091
2025
Q4 		$639K Hold
41,782
– – ﹤0.01% 1202
2025
Q3 		$639K Buy
41,782
+389
+0.9% +$6.32K ﹤0.01% 1135
2025
Q2 		$668K Sell
41,393
-2,213
-5% -$35.4K ﹤0.01% 998
2025
Q1 		$735K Buy
43,606
+2,168
+5% +$36.9K ﹤0.01% 893
2024
Q4 		$670K Sell
41,438
-793
-2% -$12.6K ﹤0.01% 909
2024
Q3 		$636K Sell
42,231
-442
-1% -$6.87K ﹤0.01% 872
2024
Q2 		$687K Buy
42,673
+1,280
+3% +$20.2K ﹤0.01% 811
2024
Q1 		$635K Sell
41,393
-750
-2% -$11.4K ﹤0.01% 820
2023
Q4 		$633K Buy
+42,143
New +$629K ﹤0.01% 775

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

Lido Advisors's SLRC Position: Q2 2026 in Review

Lido Advisors sold out of SLR Investment Corp (SLRC) in Q2 2026, closing a stake of 53,382 shares — an estimated $764K sold.

Lido Advisors first reported a position in SLRC in Q4 2023 and held it in 10 quarters. The position peaked at $764K in Q1 2026. 125 funds tracked by Wall St. Rank hold SLRC as of Q2 2026.

  • Lido Advisors reported no remaining SLR Investment Corp position as of Q2 2026 after selling out during the quarter.
  • Lido Advisors sold 53,382 SLR Investment Corp shares in Q2 2026, an estimated $764K.
  • Lido Advisors first reported a position in SLR Investment Corp in Q4 2023 and held it in 10 quarters.
  • Lido Advisors's SLR Investment Corp position peaked at $764K in Q1 2026.
  • 125 funds tracked by Wall St. Rank held SLR Investment Corp as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.