AssetMark Inc
SCM icon

AssetMark Inc’s Stellus Capital Investment Corp SCM Stock Holding History

AssetMark Inc’s Portfolio SCM Stock Details SCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,200
Closed -$15.2K – 3577
2025
Q4 		$15.2K Hold
1,200
– – ﹤0.01% 2082
2025
Q3 		$15.7K Buy
+1,200
New +$17.3K ﹤0.01% 1990

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Legal & General Group
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CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
SS
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Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

AssetMark Inc's SCM Position: Q1 2026 in Review

AssetMark Inc sold out of Stellus Capital Investment Corp (SCM) in Q1 2026, closing a stake of 1,200 shares — an estimated $15.2K sold.

AssetMark Inc first reported a position in SCM in Q3 2025 and held it in 2 quarters. The position peaked at $15.7K in Q3 2025. 63 funds tracked by Wall St. Rank hold SCM as of Q1 2026.

  • AssetMark Inc reported no remaining Stellus Capital Investment Corp position as of Q1 2026 after selling out during the quarter.
  • AssetMark Inc sold 1,200 Stellus Capital Investment Corp shares in Q1 2026, an estimated $15.2K.
  • AssetMark Inc first reported a position in Stellus Capital Investment Corp in Q3 2025 and held it in 2 quarters.
  • AssetMark Inc's Stellus Capital Investment Corp position peaked at $15.7K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.