Corient Private Wealth
SCM icon

Corient Private Wealth’s Stellus Capital Investment Corp SCM Stock Holding History

Corient Private Wealth’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 		$2.35M Sell
255,479
-306,853
-55% -$3.42M ﹤0.01% 1177
2025
Q4 		$7.13M Buy
562,332
+288,232
+105% +$3.54M ﹤0.01% 900
2025
Q3 		$3.58M Buy
274,100
+20,337
+8% +$293K 0.01% 834
2025
Q2 		$3.54M Buy
253,763
+41,305
+19% +$546K ﹤0.01% 812
2025
Q1 		$2.97M Buy
212,458
+40,991
+24% +$594K ﹤0.01% 841
2024
Q4 		$2.36M Buy
171,467
+55,841
+48% +$773K ﹤0.01% 930
2024
Q3 		$1.58M Buy
115,626
+48,042
+71% +$666K ﹤0.01% 1206
2024
Q2 		$928K Buy
67,584
+12,338
+22% +$170K ﹤0.01% 1354
2024
Q1 		$725K Buy
+55,246
New +$719K ﹤0.01% 1446

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EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 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 $121B AUM 33.93% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return