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Steward Partners Investment Advisory’s SLR Investment Corp SLRC Stock Holding History

Steward Partners Investment Advisory’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 		$111K Hold
8,987
– – ﹤0.01% 2533
2026
Q1 		$129K Hold
8,987
– – ﹤0.01% 2241
2025
Q4 		$139K Hold
8,987
– – ﹤0.01% 2117
2025
Q3 		$137K Sell
8,987
-792
-8% -$12.9K ﹤0.01% 2056
2025
Q2 		$158K Hold
9,779
– – ﹤0.01% 1873
2025
Q1 		$165K Sell
9,779
-157
-2% -$2.67K ﹤0.01% 1743
2024
Q4 		$161K Hold
9,936
– – ﹤0.01% 1735
2024
Q3 		$150K Hold
9,936
– – ﹤0.01% 1666
2024
Q2 		$160K Hold
9,936
– – ﹤0.01% 1553
2024
Q1 		$153K Hold
9,936
– – ﹤0.01% 1558
2023
Q4 		$149K Sell
9,936
-2,005
-17% -$29.9K ﹤0.01% 1501
2023
Q3 		$184K Buy
11,941
+1,779
+18% +$26.8K ﹤0.01% 1325
2023
Q2 		$145K Hold
10,162
– – ﹤0.01% 1410
2023
Q1 		$153K Hold
10,162
– – ﹤0.01% 1401
2022
Q4 		$141K Hold
10,162
– – ﹤0.01% 1401
2022
Q3 		$125K Buy
+10,162
New +$149K ﹤0.01% 1405
2021
Q4 		– Sell
-3,048
Closed -$58K – 3310
2021
Q3 		$58K Buy
3,048
+122
+4% +$2.33K ﹤0.01% 1820
2021
Q2 		$55K Buy
2,926
+11
+0.4% +$206 ﹤0.01% 3125
2021
Q1 		$51.8K Buy
2,915
+2,562
+726% +$47K ﹤0.01% 1963
2020
Q4 		$6K Buy
+353
New +$5.99K ﹤0.01% 2481
2018
Q3 		– Sell
-38
Closed -$1K – 2689
2018
Q2 		$1K Buy
+38
New +$795 ﹤0.01% 2386
2018
Q1 		– Sell
-1,000
Closed -$20K – 2320
2017
Q4 		$20K Buy
+1,000
New +$21.3K ﹤0.01% 1117

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

Steward Partners Investment Advisory's SLRC Position: Q2 2026 in Review

Steward Partners Investment Advisory held its SLR Investment Corp (SLRC) position steady in Q2 2026 at 8,987 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #2533.

Steward Partners Investment Advisory first reported a position in SLRC in Q4 2017 and has held it in 22 quarters since. The position peaked at $184K in Q3 2023. 125 funds tracked by Wall St. Rank hold SLRC as of Q2 2026.

  • Steward Partners Investment Advisory held 8,987 shares of SLR Investment Corp worth $111K as of Q2 2026.
  • Steward Partners Investment Advisory left its SLR Investment Corp share count unchanged in Q2 2026.
  • SLR Investment Corp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2533 holding.
  • Steward Partners Investment Advisory first reported a position in SLR Investment Corp in Q4 2017 and has held it in 22 quarters since.
  • Steward Partners Investment Advisory's SLR Investment Corp position peaked at $184K in Q3 2023.
  • 125 funds tracked by Wall St. Rank held SLR Investment Corp as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.