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Blue Trust Inc’s Stellus Capital Investment Corp SCM Stock Holding History

Blue Trust 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
-125
Closed -$1.58K – 2656
2025
Q4 		$1.58K Hold
125
– – ﹤0.01% 2180
2025
Q3 		$1.63K Buy
+125
New +$1.8K ﹤0.01% 2191

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EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
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

Blue Trust Inc's SCM Position: Q1 2026 in Review

Blue Trust Inc sold out of Stellus Capital Investment Corp (SCM) in Q1 2026, closing a stake of 125 shares — an estimated $1.58K sold.

Blue Trust Inc first reported a position in SCM in Q3 2025 and held it in 2 quarters. The position peaked at $1.63K in Q3 2025. 63 funds tracked by Wall St. Rank hold SCM as of Q1 2026.

  • Blue Trust Inc reported no remaining Stellus Capital Investment Corp position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 125 Stellus Capital Investment Corp shares in Q1 2026, an estimated $1.58K.
  • Blue Trust Inc first reported a position in Stellus Capital Investment Corp in Q3 2025 and held it in 2 quarters.
  • Blue Trust Inc's Stellus Capital Investment Corp position peaked at $1.63K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.