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Concurrent Investment Advisors’s Stellus Capital Investment Corp SCM Stock Holding History

Concurrent Investment Advisors’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
Q2 		$117K Buy
13,909
+798
+6% +$7.32K ﹤0.01% 2014
2026
Q1 		$121K Sell
13,111
-2,348
-15% -$26.2K ﹤0.01% 1812
2025
Q4 		$196K Buy
15,459
+2,470
+19% +$30.3K ﹤0.01% 1639
2025
Q3 		$170K Sell
12,989
-3,789
-23% -$54.6K ﹤0.01% 1381
2025
Q2 		$234K Buy
16,778
+437
+3% +$5.77K ﹤0.01% 1193
2025
Q1 		$229K Sell
16,341
-87
-0.5% -$1.26K 0.01% 1061
2024
Q4 		$226K Sell
16,428
-1,668
-9% -$23.1K 0.01% 944
2024
Q3 		$248K Buy
18,096
+2,704
+18% +$37.5K 0.01% 852
2024
Q2 		$211K Buy
+15,392
New +$213K 0.01% 858

Other funds holding SCM

Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
IWA
Icon Wealth Advisors Houston, Texas $1.66B AUM 24.99% 1-Year Est. Return

Concurrent Investment Advisors's SCM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Stellus Capital Investment Corp (SCM) stake by 6.1% in Q2 2026, buying an estimated $7.32K and bringing the position to 13,909 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #2014.

Concurrent Investment Advisors first reported a position in SCM in Q2 2024 and has held it in 9 quarters since. The position peaked at $248K in Q3 2024. 60 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

  • Concurrent Investment Advisors held 13,909 shares of Stellus Capital Investment Corp worth $117K as of Q2 2026.
  • Concurrent Investment Advisors bought 798 Stellus Capital Investment Corp shares in Q2 2026, an estimated $7.32K.
  • Stellus Capital Investment Corp made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #2014 holding.
  • Concurrent Investment Advisors first reported a position in Stellus Capital Investment Corp in Q2 2024 and has held it in 9 quarters since.
  • Concurrent Investment Advisors's Stellus Capital Investment Corp position peaked at $248K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.