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Significant Wealth Partners’s SLR Investment Corp SLRC Stock Holding History

Significant Wealth Partners’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 		$363K Hold
29,349
– – 0.39% 68
2026
Q1 		$420K Hold
29,349
– – 0.52% 55
2025
Q4 		$454K Buy
+29,349
New +$447K 0.51% 24

Other funds holding SLRC

EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Significant Wealth Partners's SLRC Position: Q2 2026 in Review

Significant Wealth Partners held its SLR Investment Corp (SLRC) position steady in Q2 2026 at 29,349 shares worth $363K. The position accounts for 0.39% of the portfolio, ranked #68.

Significant Wealth Partners first reported a position in SLRC in Q4 2025 and has held it in 3 quarters since. The position peaked at $454K in Q4 2025. 10 funds tracked by Wall St. Rank hold SLRC as of Q2 2026.

  • Significant Wealth Partners held 29,349 shares of SLR Investment Corp worth $363K as of Q2 2026.
  • Significant Wealth Partners left its SLR Investment Corp share count unchanged in Q2 2026.
  • SLR Investment Corp made up 0.39% of Significant Wealth Partners's portfolio in Q2 2026, its #68 holding.
  • Significant Wealth Partners first reported a position in SLR Investment Corp in Q4 2025 and has held it in 3 quarters since.
  • Significant Wealth Partners's SLR Investment Corp position peaked at $454K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held SLR Investment Corp as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.