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WJ Financial Advisors’s SLR Investment Corp SLRC Stock Holding History

WJ Financial Advisors’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 		$253K Sell
20,481
-410
-2% -$5.7K 0.19% 109
2026
Q1 		$299K Buy
20,891
+3,500
+20% +$51.9K 0.24% 100
2025
Q4 		$269K Buy
+17,391
New +$265K 0.24% 95

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

WJ Financial Advisors's SLRC Position: Q2 2026 in Review

WJ Financial Advisors reduced its SLR Investment Corp (SLRC) stake by 2% in Q2 2026, selling an estimated $5.7K and leaving 20,481 shares worth $253K. The position accounts for 0.19% of the portfolio, ranked #109.

WJ Financial Advisors first reported a position in SLRC in Q4 2025 and has held it in 3 quarters since. The position peaked at $299K in Q1 2026. 125 funds tracked by Wall St. Rank hold SLRC as of Q2 2026.

  • WJ Financial Advisors held 20,481 shares of SLR Investment Corp worth $253K as of Q2 2026.
  • WJ Financial Advisors sold 410 SLR Investment Corp shares in Q2 2026, an estimated $5.7K.
  • SLR Investment Corp made up 0.19% of WJ Financial Advisors's portfolio in Q2 2026, its #109 holding.
  • WJ Financial Advisors first reported a position in SLR Investment Corp in Q4 2025 and has held it in 3 quarters since.
  • WJ Financial Advisors's SLR Investment Corp position peaked at $299K in Q1 2026.
  • 125 funds tracked by Wall St. Rank held SLR Investment Corp as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.