NewEdge Wealth’s SLR Investment Corp SLRC Stock Holding History

NewEdge Wealth’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	$1.26M	Buy	101,573 +3,425	+3%	+$47.6K	0.01%	593
2026 Q1	$1.4M	Buy	98,148 +1,693	+2%	+$25.1K	0.02%	526
2025 Q4	$1.49M	Buy	96,455 +881	+0.9%	+$13.4K	0.02%	528
2025 Q3	$1.48M	Hold	95,574	–	–	0.02%	465
2025 Q2	$1.55M	Buy	95,574 +3,779	+4%	+$60.5K	0.02%	432
2025 Q1	$1.55M	Sell	91,795 -35,056	-28%	-$597K	0.03%	403
2024 Q4	$2.05M	Sell	126,851 -4,218	-3%	-$67K	0.04%	349
2024 Q3	$1.97M	Buy	131,069 +11,811	+10%	+$184K	0.04%	357
2024 Q2	$1.92M	Buy	119,258 +3,000	+3%	+$47.4K	0.04%	331
2024 Q1	$1.8M	Sell	116,258 -2,169	-2%	-$32.8K	0.04%	344
2023 Q4	$1.78M	Buy	+118,427	New	+$1.77M	0.05%	317

Other funds holding SLRC

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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 London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NewEdge Wealth's SLRC Position: Q2 2026 in Review

NewEdge Wealth increased its SLR Investment Corp (SLRC) stake by 3.5% in Q2 2026, buying an estimated $47.6K and bringing the position to 101,573 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #593.

NewEdge Wealth first reported a position in SLRC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.05M in Q4 2024. 125 funds tracked by Wall St. Rank hold SLRC as of Q2 2026.

NewEdge Wealth held 101,573 shares of SLR Investment Corp worth $1.26M as of Q2 2026.
NewEdge Wealth bought 3,425 SLR Investment Corp shares in Q2 2026, an estimated $47.6K.
SLR Investment Corp made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #593 holding.
NewEdge Wealth first reported a position in SLR Investment Corp in Q4 2023 and has held it in 11 quarters since.
NewEdge Wealth's SLR Investment Corp position peaked at $2.05M in Q4 2024.
125 funds tracked by Wall St. Rank held SLR Investment Corp as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.