Stifel Financial
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Stifel Financial’s SLR Investment Corp SLRC Stock Holding History

Stifel Financial’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 		$247K Buy
19,974
+4
+0% +$56 ﹤0.01% 3395
2026
Q1 		$286K Sell
19,970
-594
-3% -$8.81K ﹤0.01% 3216
2025
Q4 		$318K Sell
20,564
-4,636
-18% -$70.7K ﹤0.01% 3119
2025
Q3 		$385K Sell
25,200
-109
-0.4% -$1.77K ﹤0.01% 2960
2025
Q2 		$408K Sell
25,309
-1,364
-5% -$21.8K ﹤0.01% 2881
2025
Q1 		$450K Sell
26,673
-5,285
-17% -$90K ﹤0.01% 2736
2024
Q4 		$516K Buy
31,958
+6,876
+27% +$109K ﹤0.01% 2660
2024
Q3 		$377K Sell
25,082
-4,318
-15% -$67.1K ﹤0.01% 2838
2024
Q2 		$473K Sell
29,400
-3,499
-11% -$55.2K ﹤0.01% 2657
2024
Q1 		$505K Sell
32,899
-10,243
-24% -$155K ﹤0.01% 2602
2023
Q4 		$648K Buy
43,142
+68
+0.2% +$1.01K ﹤0.01% 2426
2023
Q3 		$663K Buy
43,074
+4,499
+12% +$67.8K ﹤0.01% 2334
2023
Q2 		$550K Sell
38,575
-551
-1% -$7.89K ﹤0.01% 2460
2023
Q1 		$588K Sell
39,126
-8,845
-18% -$133K ﹤0.01% 2422
2022
Q4 		$667K Sell
47,971
-1,470
-3% -$20.4K ﹤0.01% 2301
2022
Q3 		$609K Sell
49,441
-2,126
-4% -$31.2K ﹤0.01% 2321
2022
Q2 		$754K Buy
51,567
+14,090
+38% +$226K ﹤0.01% 2207
2022
Q1 		$679K Sell
37,477
-16,829
-31% -$308K ﹤0.01% 2392
2021
Q4 		$1M Sell
54,306
-724
-1% -$13.9K ﹤0.01% 2130
2021
Q3 		$1.05M Sell
55,030
-445
-0.8% -$8.48K ﹤0.01% 2061
2021
Q2 		$1.03M Sell
55,475
-727
-1% -$13.6K ﹤0.01% 2071
2021
Q1 		$998K Sell
56,202
-33,818
-38% -$620K ﹤0.01% 1989
2020
Q4 		$1.58M Buy
90,020
+1,297
+1% +$22K ﹤0.01% 1534
2020
Q3 		$1.41M Buy
88,723
+9,982
+13% +$164K ﹤0.01% 1407
2020
Q2 		$1.26M Buy
+78,741
New +$1.2M ﹤0.01% 1409
2015
Q1 		– Sell
-43,700
Closed -$787K – 2388
2014
Q4 		$787K Sell
43,700
-500
-1% -$9.19K ﹤0.01% 1391
2014
Q3 		$826K Buy
44,200
+22,010
+99% +$443K 0.01% 1235
2014
Q2 		$473K Buy
+22,190
New +$474K ﹤0.01% 1524

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

Stifel Financial's SLRC Position: Q2 2026 in Review

Stifel Financial increased its SLR Investment Corp (SLRC) stake by 0.02% in Q2 2026, buying an estimated $56 and bringing the position to 19,974 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #3395.

Stifel Financial first reported a position in SLRC in Q2 2014 and has held it in 28 quarters since. The position peaked at $1.58M in Q4 2020. 125 funds tracked by Wall St. Rank hold SLRC as of Q2 2026.

  • Stifel Financial held 19,974 shares of SLR Investment Corp worth $247K as of Q2 2026.
  • Stifel Financial bought 4 SLR Investment Corp shares in Q2 2026, an estimated $56.
  • SLR Investment Corp made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3395 holding.
  • Stifel Financial first reported a position in SLR Investment Corp in Q2 2014 and has held it in 28 quarters since.
  • Stifel Financial's SLR Investment Corp position peaked at $1.58M in Q4 2020.
  • 125 funds tracked by Wall St. Rank held SLR Investment Corp as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.