Wealthspire Advisors (New York)’s SLR Investment Corp SLRC Stock Holding History

Wealthspire Advisors (New York)’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	$310K	Sell	25,084 -500	-2%	-$6.95K	﹤0.01%	981
2026 Q1	$366K	Buy	25,584 +500	+2%	+$7.41K	﹤0.01%	670
2025 Q4	$388K	Hold	25,084	–	–	﹤0.01%	701
2025 Q3	$384K	Hold	25,084	–	–	﹤0.01%	599
2025 Q2	$405K	Buy	+25,084	New	+$401K	﹤0.01%	593

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

Wealthspire Advisors (New York)'s SLRC Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its SLR Investment Corp (SLRC) stake by 2% in Q2 2026, selling an estimated $6.95K and leaving 25,084 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Wealthspire Advisors (New York) first reported a position in SLRC in Q2 2025 and has held it in 5 quarters since. The position peaked at $405K in Q2 2025. 125 funds tracked by Wall St. Rank hold SLRC as of Q2 2026.

Wealthspire Advisors (New York) held 25,084 shares of SLR Investment Corp worth $310K as of Q2 2026.
Wealthspire Advisors (New York) sold 500 SLR Investment Corp shares in Q2 2026, an estimated $6.95K.
SLR Investment Corp made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #981 holding.
Wealthspire Advisors (New York) first reported a position in SLR Investment Corp in Q2 2025 and has held it in 5 quarters since.
Wealthspire Advisors (New York)'s SLR Investment Corp position peaked at $405K in Q2 2025.
125 funds tracked by Wall St. Rank held SLR Investment Corp as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.